Senior Administrative Assistant
Core
Senior Administrative Assistant partnering with Managing Directors and Financial Advisors to support client service, meeting logistics, and administrative operations for a Private Wealth Management Platform.
Role type
Senior Administrative Assistant (Executive Support)
Builds
Client meeting experiences, internal/external presentations, and operational support for high-net-worth clients
Domain
Private Wealth Management / Financial Services
Deliverable
product features
Required skills
Calendar management, presentation creation, client liaison, expense reconciliation, office facilities coordination, Microsoft Office proficiency
Preferred skills
Salesforce experience, ad-hoc reporting, marketing team support
Responsibilities
Prepare meeting materials and presentations for advisors and clients; manage complex calendars and schedule meetings; handle high-volume phone calls from external clients; coordinate internal/external conference calls; maintain databases and reconcile monthly expenses; assist with office maintenance and supply ordering; support marketing initiatives; train new team members
Seniority
Senior, hands-on IC