Administrative Assistant
Core
Client service professional partnering with Financial Advisors to support Private Wealth Management operations, ensuring advisors are prepared for client meetings and managing administrative workflows.
Role type
Administrative Assistant
Builds
Client meeting materials, schedules, and office event logistics for a Private Wealth Management Platform
Domain
Financial Services / Private Wealth Management
Deliverable
product features
Required skills
Calendar management, presentation creation, client communication, data entry, expense management, travel coordination, Microsoft Office proficiency
Preferred skills
Salesforce experience
Responsibilities
Prepare meeting materials and reports for financial advisors, manage advisor calendars, coordinate on-site client meetings, handle client inquiries and administrative requests, organize office events, manage general office maintenance and supplies, answer phones, and perform data entry and tracking.
Seniority
Mid-level, independent contributor