Sr Administrative Assistant - Private Asset Management

Key Responsibilities and Duties Serves as primary administrative contact for upper management, working across all lines of business and with external agencies by answering telephone, taking messages and answering routine questions. Provides support for daily upper management operations including meeting arrangements, travel and expenses. Coordinates overall office functioning through inventory checks, space scheduling, event planning, event execution and paperwork processing. Maintains master copies of organizational policy and procedure manuals and keeps them up‑to‑date. Acts as a liaison between upper management and internal departments, ensuring effective communication and cohesion. Maintains upper management calendars, contact lists and provides ad‑hoc support as needed. Educational Requirements High School Preferred Work Experience No Experience Required; 2+ Years Preferred Physical Requirements Physical Requirements: Sedentary Work Career Level 3IC Preferred Qualifications 2+ years administrative or office support experience providing direct support to senior‑level leadership or management in a professional office environment, with a demonstrated ability to manage competing priorities while maintaining accuracy and professionalism. Previous experience in coaching, mentoring, or informally guiding junior or newer administrative staff. Bachelor’s degree. Strong proficiency with Microsoft suite of products, specifically Excel. Proven experience being detail oriented and organized with good follow through skills. Able to multi‑task and produce in a fast paced, team‑oriented environment. Excellent oral and written communication skills. Strong interpersonal and customer service skills. Additional Key Responsibilities and Duties Coordinate and communicate meetings for high‑net‑worth clients in multiple locations across multiple time zones. As the voice of TIAA answer phones and route calls; provide general information to clients; refer questions and issues to appropriate staff or department for further information and problem resolution. Maintain calendar for executives. Create internal/external correspondence using Microsoft Office products (Excel, PowerPoint, Word, etc.) as well as create correspondence and/or log activities in client management system (Siebel/Unified Desktop). Compile client data and research. Make routine travel arrangements and complete expense reports. Order and maintain office supplies. Schedule and set‑up internal meetings/conference calls/catering as required. May act as liaison for office facilities and maintenance issues. May act as liaison for vendors and ensure payment of office‑related invoices. Ad‑hoc reporting/projects. Assist teammates; cover other duties during vacations. Related Skills Accountability, Adaptability, Administrative Support, Communication, Corporate Travel Program Management, Detail‑Oriented, Employee Engagement, Executive Presence, Expense Reporting/Management, Organizational Savviness, Prioritizes Effectively, Relationship Management, Travel Expertise Anticipated Posting End Date 2026-07-08 Base Pay Range $29.13/hr - $43.46/hr Benefits and Total Rewards The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. To learn more about your benefits, please review our Benefits Summary ( Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. #J-18808-Ljbffr