Executive Assistant / Administrative Assistant
Core
Executive Assistant providing high-level administrative support to senior team members in the Private Wealth division, managing complex calendars, travel, and office logistics.
Role type
Senior Executive Assistant
Builds
Operational efficiency for senior leadership and team coordination
Domain
Private Wealth / Financial Services
Required skills
Calendar management, travel logistics, document creation (PowerPoint/Excel/Word), invoice processing, expense reporting, meeting coordination, stakeholder communication
Preferred skills
Concur, SharePoint, Salesforce
Responsibilities
Manage Outlook calendars for Business Management team including global stakeholders; coordinate complex meetings across time zones; organize firm-wide and team events including logistics and catering; create and format detailed PowerPoint presentations and documents; process invoices and expense reports; support onboarding and offboarding processes; act as backup for Receptionist/Office Coordinator.
Seniority
Senior, hands-on IC
