Senior Administrative Assistant
Core
Senior Administrative Assistant partnering with Managing Directors and Financial Advisors to serve client needs, manage calendars, and coordinate meetings in a Private Wealth Management setting.
Role type
Senior Administrative Assistant (Executive Support)
Builds
Client service support, meeting coordination, and administrative operations for senior investment professionals
Domain
Private Wealth Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Calendar management, high-volume phone handling, confidential document handling, staff recruitment support, presentation preparation, expense reconciliation, Microsoft Office proficiency
Preferred skills
Salesforce experience, marketing team support
Responsibilities
Manage Managing Director's calendar and travel plans, coordinate complex internal/external meetings, handle high-volume client phone calls, support advisor recruitment and onboarding, prepare presentations and reports, maintain databases and reconcile expenses, assist with office maintenance and facilities coordination
Seniority
Senior, hands-on IC