Private Wealth Administrative Assistant
Core
Administrative support for financial advisors to boost productivity and efficiency in client service and meeting preparation.
Role type
Private Wealth Administrative Assistant
Builds
Client meeting materials, presentations, reports, and office event logistics
Domain
Private Wealth Management / Financial Services
Deliverable
product features
Required skills
Calendar management, client communication, data entry, expense management, travel coordination, Microsoft Office proficiency
Preferred skills
Salesforce experience
Responsibilities
Prepare advisors for client meetings, manage advisor calendars, coordinate on-site client meetings, handle client inquiries, manage general office maintenance, answer phones, organize travel plans, and maintain databases
Seniority
Entry-level to Junior
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