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.

Requirements

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

Nice To Haves

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

Responsibilities

• 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.
• 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.

Benefits

• Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

What This Job Offers

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