Wealth Management Administrative Assistant

TIAA•Seattle, WA

20h•Onsite

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, this job provides an opportunity to play a key role in ensuring the success of daily operations for employees of all levels.

Requirements

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.

Nice To Haves

High School Preferred
No Experience Required
Prior experience working as an Administrative Assistant preferred.
Experience in business development and strategy
Experience in the financial services field preferred.

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.