Asset & Wealth Management-Wealth Advisory Solutions & Private Family Office - Administrative Assistant

Asset & Wealth Management-Wealth Advisory Solutions & Private Family Office – Administrative Assistant

Experience supporting high level executives and/or financial advisors in complex environment, preferably in financial services, private sector or government.
Ability to exercise good judgment and discretion in dealing with confidential material or handling of highly sensitive information.
Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication.
Extreme attention to detail and organizational skills, with ability to prioritize tasks.
Quick learner and self-starter with excellent anticipation skills.
Pro-active problem solver and independent thinker; ability to follow-up as often as necessary.
Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment.
Highest degree of integrity, professionalism, and diplomacy is required.
Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required.
Familiar with expense platforms such as SAP Concur.
Supportive team player with a positive attitude.
Ideal candidate has at least 5+ years of experience.

Provide administrative support to various advisors & account managers in a complex team environment and provide backup executive support as needed.
Maintain and coordinate complex and extremely details calendars including internal & external meetings and conference calls, prioritizing meeting requests and related logistics.
Coordinates logistics for client calls & advisor meetings that include detailed scheduling, teleconference rooms and calendar conflicts on an ongoing basis.
Coordinates a high volume of travel arrangements and processes expense reports in a timely manner.
Handle highly confidential and sensitive client information with the utmost discretion.
Prepares and distributes department correspondence, memos, letters, reports or other documents as requested.
Interacts with high level business leaders in a professional and effective manner.
Organizes and ships materials to clients. Responds and follows up on client requests.
Supports the onboarding and integration of new hires on team as well as new client accounts, including performing the relevant data entry processes.
Maintains understanding of firm policies and handles certain issues independently.
Works with conference and catering services for meetings and client engagements as needed.
Responsible for participation in ad-hoc and general administrative duties including but not limited to copying, scanning, filing, faxing, archiving, inventory ordering, invoice submissions, shipping, mail and check related processing.