Wealth Management Cross Border Administrative Assistant

Jefferies • New York, NY

5h • $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.
Primary Areas of Responsibility:
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.
Success Measures:
Operational Excellence: Achievement of a "zero-friction" environment for the Executive regarding travel, scheduling, and documentation.
Stakeholder Synergy: Successful establishment of rapport with global teams and internal departments (Legal/Compliance) within the first 90 days.
Proactive Problem Solving: Ability to anticipate needs and resolve logistical or administrative hurdles before they escalate.

Requirements

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

Nice To Haves

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

Responsibilities

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

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays
• paid parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level