Administrative Assistant

1 – 3 years of experience in an administrative role, experience in the financial services industry is preferred.
Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
Self-motivated and takes pride in providing exceptional support to clients and the team
Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
Expected to learn other position-related systems on the job

Oversee daily office operations, including managing reception duties, greeting clients, and coordinating conference room schedules.
Maintain a clean, organized work environment and manage office supplies, mail distribution, and deliveries.
Assist with event coordination and support new hire setups.
Provide administrative support to the advisory team by working closely with CAO to assist client onboarding, documentation, and ongoing client maintenance tasks.
Maintain accurate client and prospective client data in the CRM (Salesforce) and ensure records are up to date.
Assist with post-meeting follow-up tasks, including preparing necessary documents and coordinating next steps.
Handle basic financial requests such as capital calls, distributions, and asset transfers.
Assist with client-related projects, including special touchpoints like anniversaries, thank-you notes, and gifts.
Support quality control efforts by reviewing client paperwork and documentation to mitigate errors.
Provide versatile administrative support to senior team members, including managing calendars, scheduling meetings, and coordinating travel arrangements.
Prepare materials for meetings, take detailed notes, and ensure follow-up on action items.
Assist with internal communications and manage incoming/outgoing correspondence on behalf of senior leaders.
Track and communicate key metrics and follow up on team requests to ensure timely completion.