Administrative Assistant

CI Financial

22d•$17 - $48•Onsite

About The Position

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

3-5 years administrative experience providing exceptional support to multiple individuals; Finance experience is a plus
Meticulous attention to detail
Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information
Exceptional organization and time management skills
Positive and collaborative attitude, assertive but flexible personality to meet the changing needs of the environment; highly reliable, responsible, and responsive
Ability to work independently as well as work in a team environment and work with multiple team members daily
Ability to interact with employees across all levels in a fast-paced environment, while remaining flexible, proactive, resourceful, and efficient
Problem-solver / ability to think and act quickly
Ability to effectively manage/coordinate simultaneous projects, and successfully prioritize and multi-task with sound judgment; understands urgency
Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information
Demonstrates emotional intelligence and strong communication skills
Bachelor’s degree preferred
Experience using PC; Advanced Proficiency in the Microsoft Office Suite including Word, Excel, PowerPoint, Outlook (scheduling) and Visio
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Finance experience is a plus
Bachelor’s degree preferred

Responsibilities

Calendar management for multiple managers and associated teams. Scheduling meetings and resolving conflicts; coordinating and prioritizing internal and external meetings
Working within in a team environment and providing back-up coverage to other assistants and aiding with manager’s calendars, daily projects
Responsible for all team time entry and reconciliation between Workday and Aderant
Ownership of day-to-day administrative tasks; i.e. time entry, mailings, and expense reports
Coordinating conference rooms, video/conference details, IT support, security badges and all meeting logistics
Relationship management by developing and maintaining strong connections across teams, with client counterparts and vendors
Coordinating travel arrangements including all logistics as well as Travel & Expense Reports
Working with Executives and admins to edit, format, prepare presentations for meetings, ensuring proper distribution channels and maintaining utmost confidentiality; printing and binding presentations to distribute to attendees; facilitate secure and seamless information flow by ensuring who, what, when, where for all activities relating to sensitive data; maintain filing systems
Preparing and implementing processes and developing documents within the office/team for ease of access of information, standardization of processes and identification/implementation of best practices
Organizing team-building events and employee engagement opportunities
Fielding inquiries to appropriate team members, respond to employee inquiries, and ensure timely response to urgent issues
Ad hoc errands and requests
Opportunity to get further involved with Executive support and project managing of internal and Client projects to accommodate needs including special projects and ad-hoc assignments