Administration Assistant, Private Wealth
Core
Administrative support for high-net-worth clients and advisory teams, managing calendars, travel, expenses, and event logistics.
Role type
Administrative Assistant (Private Wealth)
Builds
Operational support for investment advisory practices and client service teams
Domain
Financial Services / Wealth Management
Required skills
Calendar management, Travel arrangements, Expense reporting, Meeting coordination, Document preparation, Stakeholder liaison, Confidentiality handling, Process adherence
Preferred skills
Wealth management operations knowledge, Investment product knowledge, Financial planning software familiarity
Responsibilities
Manage calendars, meetings, and travel logistics; Process invoices and expense claims; Prepare agendas, reports, and briefing materials; Coordinate events and training sessions; Liaise with internal partners (HR, Compliance, Operations); Handle sensitive client information with discretion.
Seniority
Entry-level to Junior