Senior Administrative Assistant

4+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Demonstrated understanding of the wealth management business.

Collaborate with the Market Leader on key strategic initiatives to drive growth to the business.
Support the market in its efforts to maintain and strengthen culture across the organization.
Be responsible for executing on daily operational projects inclusive of market-wide communications, budgeting & expense management, staffing, recruiting, etc.
Be responsible for compiling information, preparing moderately complex reports, and preparing the Market Leader for meetings.
Perform complex administrative, transactional, operational, or customer support tasks.
Provide a high level of professional support which includes a balance of more experienced level administrative work as well as ongoing ad hoc and project or business initiatives such as planning meetings, tracking deliverables and pulling routine reports.
Provide administrative supervision and support to managers in the areas of reporting, customer or business documentation.
Be a part of the leadership team and facilitating communication with leaders, representing the Market Leader.
Support more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization.

Able to set appointments with warm leads.
Self-driven with a history of high performance and ability to think quickly and execute.
Interest in personal leadership development.
Securities licenses (7 and 66 equivalent) as well as Series 9/10.
Self-starter with a strong desire or financial success and career advancement.
Strong understanding of investment products, insurance, and financial planning strategies.
Ability to thrive in a high performance, results driven environment.