Senior Administrative Assistant

Senior Administrative Assistant

The Fiduciary Consulting Group (FCG) team is in search of a top notch self-driven Senior Administrative Assistant with prior support experience to assist our retirement plan consultants and internal staff with day-to-day operations. This position performs a wide variety of complex clerical and administrative functions in support of those engaging in the sale & service of our institutional clients. As a Senior Administrative Assistant, this role is also expected to act as a culture carrier as it relates to the core values of the firm. This role enables you to learn about all aspects of the business at a high level, and the wide range of responsibilities presents opportunities to grow skill sets and progress your career within the business. Exceptional writing & organizational skills are essential to this position and are needed for composing, drafting and editing correspondence and presentations.

Primary Responsibilities:

• Provide administrative support for senior consultants with strong ability to multi-task
• Manage multiple calendars and schedule client, prospect and vendor in-person/video conference meetings
• Manage consultant tasks as it relates to external client meeting dates - communicate to staff to ensure deadlines are met
• Make airline, hotel and vehicle rental reservations using Morgan Stanley internal firm approved tools and processes
• Manage Travel & Entertainment (T&E) and Events and Conferences (EnC) expenses requests to ensure compliance with Firm policy utilizing online business systems
• Prepare meeting agendas, client materials prep, letters, and executive travel documents for client meetings
• Print and ship client materials in advance of client meetings
• Compose written communications including outgoing correspondence, emails, presentations, forms, etc.
• Troubleshoot educational or logistics-oriented client questions as needed
• As relevant, support client contact information maintenance in Morgan Stanley systems
• Perform administrative functions for the local office at large, including telephone coverage, reception coverage, other internal meeting coordination as well as file & calendar maintenance
• Serve as point of contact for local office facilities management and maintain up-to-date office utilization information in the internal firm system
• Office management efforts, including maintaining office supplies, ordering business cards & stationary or client report materials, support business continuity plans and act as key contact for the associated Rapid Notification System
• Provide back up support to other members of administrative coverage team as needed
• Help to track local site office and desk assignments, maintain capacity or usage data in Morgan Stanley real estate systems
• Other duties and special projects as assigned

Qualifications :

• High School Diploma/Equivalency is a minimum requirement
• Minimum of three years' experience in a support administration role
• Advance level knowledge of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams)
• Familiarity with customer relationship management software like Salesforce
• Excellent verbal and written communication skills, including telephone coverage
• Strong time management skills
• Exceptional interpersonal and client service skills
• Detail oriented with superior organization skills
• Ability to prioritize work
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced evolving environment
• Adaptable and ability to multi-task
• Proactive or self-starter
• Ability to be discreet and maintain confidentiality on sensitive matters