Administrative Assistant Wealth Management
About The Position
The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office functioning through a range of responsibilities. Under moderate supervision, job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels. Key Responsibilities and Duties Maintains office inventory, facilitates supply orders and completes other general office duties. Supports employees with various tasks related to onboarding, appointment setting and travel arrangements. Provides meeting assistance through scheduling, presentation preparation and diligent note taking. Handles various office tasks related to communication and organization. Upholds organizational policy and procedures, while also ensuring office-wide coordination efforts among various teams and departments.
Requirements
- High School Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
- Accountability
- Adaptability
- Administrative Support
- Communication
- Corporate Travel Program Management
- Detail-Oriented
- Employee Engagement
- Executive Presence
- Expense Reporting/Management
- Organizational Savviness
- Prioritizes Effectively
- Relationship Management
- Travel Expertise
Nice To Haves
- Prior experience working as an Administrative Assistant preferred.
- Experience in business development and strategy
- Experience in the financial services field preferred.
- Exceptional organizational and multitasking skills, with the ability to prioritize and manage multiple projects simultaneously.
- Strong written and verbal communication skills, with attention to detail and accuracy.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and familiarity with Zoom, Teams, and Concur.
- Ability to work independently & take initiative.
- Discretion and professionalism in handling confidential information.
- Strong interpersonal skills and ability to work collaboratively with diverse teams.
- Proactive mindset with problem-solving attitude.
- Flexibility to adapt to changing priorities and work under pressure.
Responsibilities
- Maintains office inventory, facilitates supply orders and completes other general office duties.
- Supports employees with various tasks related to onboarding, appointment setting and travel arrangements.
- Provides meeting assistance through scheduling, presentation preparation and diligent note taking.
- Handles various office tasks related to communication and organization.
- Upholds organizational policy and procedures, while also ensuring office-wide coordination efforts among various teams and departments.
Benefits
- The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
- Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
