Administrative Assistant - PJT Camberview
Core
Provide comprehensive administrative support to senior professionals in a shareholder advisory business, managing schedules, client communications, and travel logistics.
Role type
Senior Administrative Assistant
Builds
Internal meeting materials and operational support for client pitches and engagements
Domain
Financial advisory / Shareholder relations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Calendar management, travel coordination, expense reporting, CRM data entry, email correspondence, meeting logistics
Preferred skills
Salesforce proficiency, hospitality background
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Act as gatekeeper for professionals and maintain relationships with clients and investors; Manage calendars, schedule appointments, and coordinate meetings; Arrange travel including flights, hotels, and visas; Track and process expense reconciliations and invoices; Draft correspondence and prepare meeting materials; Maintain data integrity in Outlook and CRM databases
Seniority
Mid-level, hands-on support
