Provides administrative support to Region Head for Private Wealth Management in Boston Region in a complex team environment Mains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and all related client logistics. Handles highly confidential and sensitive information with the utmost discretion and compliance. Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner. Coordinates logistics for PWM client calls & meetings; responds and follows up on requests in a timely manner. Coordinates a high volume of travel arrangements, including visa procurement when applicable, and processes expense reports in timely manner. Prepares and distributes correspondence, agendas, letters, reports or other documents as requested. Organizes and ships materials to clients as needed. Plan, lead and manage various events, including client engagement as well as internal entertainment Supports general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects or facilities management as needed Works with conference and catering services for client engagements as needed. Maintains detailed understanding of firm policies and can handle certain issues independently and escalate appropriately
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees