Private Wealth Senior Administrative Associate
Core
Senior-level administrative and operational partner supporting Senior Executives and Wealth Advisors in Private Wealth Management, enabling informed decision-making and disciplined execution.
Role type
Senior Administrative Associate (Executive Support & Operations)
Builds
Operational efficiency, executive workflows, and strategic project initiatives for Private Wealth clients
Domain
Private Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Strategic partnership, independent decision-making, complex calendar management, cross-functional project leadership, independent research and analysis, high-level presentation creation, organizational planning, policy interpretation, process improvement, stakeholder liaison
Preferred skills
Salesforce proficiency, reporting tools, collaboration platforms
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook), Salesforce
Responsibilities
Proactively manage executive priorities and time; coordinate complex travel and logistics; lead cross-functional projects; conduct independent research and synthesize recommendations; prepare high-quality presentations and reports; maintain organizational charts and operational documentation; act as a liaison across departments; mentor junior administrative staff
Seniority
Senior, hands-on IC
