Administrative Assistant - Wealth Management

Job Description

Wealth Management Cross Border Manager Administrative Assistant:

Role Overview

Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. This role is central to the operational success of a fast-paced international team, requiring a unique blend of executive support, project coordination, and cultural diplomacy. The ideal candidate will act as a "force multiplier" for the Executive, managing complex global logistics and acting as a professional liaison for internal and external stakeholders across the Americas.

Primary Areas of Responsibility:

Executive & Business Management

• Calendar & Correspondence: Proactively manage a complex, shifting calendar; prioritize meeting requests and screen high volumes of emails to ensure the Executive focuses on top-tier priorities.
• Global Logistics: Coordinate intricate domestic and international travel itineraries, including visa processing, multi-time zone logistics, and timely expense reporting.
• Communication Liaison: Provide professional phone coverage and serve as the primary point of contact for global teams, advisors, and ultra-high-net-worth clients.
• Confidentiality: Handle sensitive financial data and personnel information with absolute discretion and professional integrity.
• Project Coordination & Operations
• Strategic Tracking: Assist with the execution of strategic projects, tracking deadlines, and ensuring milestones are met across the team.
• Onboarding Support: Facilitate the onboarding process for new teams, ensuring a seamless integration into the Jefferies ecosystem.
• Reporting: Prepare daily, weekly, and monthly business reports for the Executive, ensuring data accuracy and professional presentation.
• Cross-Functional Collaboration: Partner effectively with Supervision, Compliance, Legal, and Wealth Management specialists to streamline business workflows.

Success Measures:

• Operational Excellence: Achievement of a "zero-friction" environment for the Executive regarding travel, scheduling, and documentation.
• Stakeholder Synergy: Successful establishment of rapport with global teams and internal departments (Legal/Compliance) within the first 90 days.
• Proactive Problem Solving: Ability to anticipate needs and resolve logistical or administrative hurdles before they escalate.

Minimum Requirements:

• Experience: 2-5+ years of executive support experience, specifically within the Financial Services industry (Wealth Management, Private Banking, or Investment Banking preferred).
• Education: Bachelor's degree from an accredited institution.
• Technical Skills: Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and a high level of comfort learning CRM and account management systems.
• Interpersonal Range: Exceptional communication skills with the ability to interface with diverse global teams and senior leadership.

Preferred Qualifications

• Portuguese Fluency: Highly desirable to support the broader Latin American market, but not required.
• Language: Full professional fluency in Spanish (written and verbal) is heavily desired, but not required.
• Industry Credentials: Relevant industry certifications or familiarity with FINRA regulatory environments.
• Agility: Proven ability to thrive in a high-pressure, "always-on" global business environment

Location and hours:

• Hourly with overtime available
• NYC (preffered) or Miami
• T-Th in office (work from home equipment supplied)
• Start time to be discussed with Alessandro Parise -- can be 7:00 to 8:30 with corresponding end time of 4:00-5:30.

New York, NY Full Time Salary Range of $95,000-110,000.


#LI-DNI

About Us

Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.


At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.


Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.

The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.