Wealth Management Administrative Assistant

Administrative Assistant

The Senior Administrative Assistant provides support to meet the business needs of company Executives. Under moderate supervision, this job meets the daily requirements of Executives and various other office needs, including operational tasks, organizational duties and office-wide coordination efforts.

Key Responsibilities and Duties

• Serves as primary administrative contact for Executives, working across all lines of business and with external agencies to answer questions and resolve administration-related issues.
• Provides support for daily Executive operations including meeting arrangements, travel and expenses.
• Coordinates overall office functioning through inventory checks, space scheduling, event planning, event execution and paperwork processing.
• Acts as a liaison between Executives and internal departments, ensuring effective communication and cohesion.
• Maintains Executive 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