Senior Administrative Assistant
Core
Senior Administrative Assistant supporting the President of the Family Wealth Division with calendar management, meeting coordination, and executive support for High Net Worth clients.
Role type
Senior Administrative Assistant (Executive Support)
Builds
Internal and client-facing meeting materials, basic reports, and presentations
Domain
Wealth Management / Financial Services
Required skills
Calendar management, document handling, phone etiquette, executive support, Microsoft Office proficiency, data entry, expense tracking, invoice processing, attention to detail, time management, confidentiality
Preferred skills
Marketing experience, event planning, financial services background
Responsibilities
Manage calendars and coordinate complex schedules for senior leadership, prepare agendas and materials for internal and client meetings, handle phone and email communications, draft and proofread correspondence, create basic reports and presentations, assist with expense tracking and invoice processing, support special projects, improve administrative processes
Seniority
Senior, hands-on IC
