Senior Administrative Assistant
Core
Senior Administrative Assistant partnering with Managing Directors and Financial Advisors to serve high-net-worth clients and support the Private Wealth Management Platform.
Role type
Senior Administrative Assistant (Executive Support)
Builds
Client service operations, advisor staff management, and internal/external meeting coordination for a Private Wealth Management firm.
Domain
Private Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Calendar management, high-level discretion, staff recruitment support, complex meeting coordination, high-volume phone handling, correspondence preparation, database maintenance, expense reconciliation, presentation creation, ad-hoc reporting, marketing support, team training
Preferred skills
Salesforce proficiency
Technologies
Microsoft Office, Salesforce
Responsibilities
Manage Managing Director's calendar, schedule meetings, appointments, and travel; coordinate complex senior-level internal/external meetings; handle high-volume client and internal phone calls; prepare presentations and reports for management and clients; support advisor recruitment and onboarding; maintain databases and reconcile monthly expenses; assist in office maintenance and facilities coordination.
Seniority
Senior, hands-on IC