Administrative Assistant
Core
Client service professional supporting Financial Advisors in a Private Wealth Management Platform by managing calendars, preparing meeting materials, handling client inquiries, and coordinating office events.
Role type
Administrative Assistant (Executive Support)
Builds
Client meeting readiness, operational efficiency for advisors, and office event logistics
Domain
Private Wealth Management / Financial Services
Required skills
Calendar management, presentation creation, client communication, data entry, expense management, travel coordination, Microsoft Office proficiency
Preferred skills
Salesforce experience
Responsibilities
Prepare presentations and meeting materials for advisors, manage advisor calendars, serve as primary point of escalation for client inquiries, coordinate office events and logistics, handle general administrative duties including correspondence and phone calls, manage data entry and tracking
Seniority
Entry-level to Mid-level, individual contributor