New York, New York, USA
44 days ago
Asset & Wealth Management - Private Wealth Management Leadership - Administrative Assistant - New York

Job Summary of Responsibilities:

Provide administrative support to senior executive within the Private Wealth Management business in a complex team environment. Maintain and coordinate complex and extremely detailed calendars, prioritizes senior-level internal/ external client meetings, conference calls, media and speaking engagements.Handles highly confidential and sensitive information with utmost discretion. Manages high volume of phones calls and interacts with high level business leaders and clients in a professional and effective manner. Coordinates a high volume of domestic and international travel arrangements and processes expense reports in a timely manner. Prepares and distributes correspondence, agendas, memos, letters, reports or other documents as requested. Maintains understanding of firm policies and handles certain issues independently. Organizes and ships materials to clients as needed. Responds and follows up on client requests. Works with conference and catering services for client engagements as needed. 

Skills & Qualifications:    

Experience supporting high level executive in a complex environment Ability to exercise good judgement and discretion in dealing with confidential material or handling highly sensitive information Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communicationExtreme attention to detail and organizational skills, with ability to prioritize tasks.Quick learner and self-starter with excellent anticipation skills; problem solving; follow up.Comfortable working with people at all organizational levels. Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment. Must have excellent judgment, independent thinker and resourceful.Highest degree of integrity, professionalism and diplomacy is required. Strong proficiency in MS Word, Excel, PowerPoint and Outlook is requiredFamiliar with expense platforms such as SAP Concur. Team player with a positive attitude.Prefer 8-10+ years of experience.

 

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