Administrative Assistant - Wealth Management

Jefferies Financial Group•New York, NY

10h•$95,000 - $110,000•Hybrid

About The Position

Wealth Management Cross Border Manager Administrative Assistant: Role Overview Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. This role is central to the operational success of a fast-paced international team, requiring a unique blend of executive support, project coordination, and cultural diplomacy. The ideal candidate will act as a "force multiplier" for the Executive, managing complex global logistics and acting as a professional liaison for internal and external stakeholders across the Americas.

Requirements

Experience: 2-5+ years of executive support experience, specifically within the Financial Services industry (Wealth Management, Private Banking, or Investment Banking preferred).
Language: Full professional fluency in Spanish (written and verbal) is required.
Education: Bachelor’s degree from an accredited institution.
Technical Skills: Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and a high level of comfort learning CRM and account management systems.
Interpersonal Range: Exceptional communication skills with the ability to interface with diverse global teams and senior leadership.

Nice To Haves

Portuguese Fluency: Highly desirable to support the broader Latin American market.
Language: Full professional fluency in Spanish (written and verbal) is heavily desired.
Industry Credentials: Relevant industry certifications or familiarity with FINRA regulatory environments.
Agility: Proven ability to thrive in a high-pressure, "always-on" global business environment

Responsibilities

Executive & Business Management
Calendar & Correspondence: Proactively manage a complex, shifting calendar; prioritize meeting requests and screen high volumes of emails to ensure the Executive focuses on top-tier priorities.
Global Logistics: Coordinate intricate domestic and international travel itineraries, including visa processing, multi-time zone logistics, and timely expense reporting.
Communication Liaison: Provide professional phone coverage and serve as the primary point of contact for global teams, advisors, and ultra-high-net-worth clients.
Confidentiality: Handle sensitive financial data and personnel information with absolute discretion and professional integrity.
Project Coordination & Operations
Strategic Tracking: Assist with the execution of strategic projects, tracking deadlines, and ensuring milestones are met across the team.
Onboarding Support: Facilitate the onboarding process for new teams, ensuring a seamless integration into the Jefferies ecosystem.
Reporting: Prepare daily, weekly, and monthly business reports for the Executive, ensuring data accuracy and professional presentation.
Cross-Functional Collaboration: Partner effectively with Supervision, Compliance, Legal, and Wealth Management specialists to streamline business workflows.