Sr. Administrative Associate
Core
Senior-level administrative and operational support for Senior Executives, Principal Wealth Advisors, and UHNW clients within the Private Wealth Management Platform.
Role type
Senior IC administrative associate (executive support)
Builds
Operational efficiency and informed decision-making for senior leadership and high-net-worth clients
Domain
Private Wealth Management / Investment Management
Required skills
Strategic partnership, independent decision-making, complex calendar management, travel logistics, meeting coordination, independent research and analysis, presentation preparation, project management, cross-functional liaison, process improvement, discretion
Preferred skills
Investment management experience, Salesforce proficiency, reporting tools
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; act as a liaison across departments; mentor junior administrative staff
Seniority
Senior, hands-on IC