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 communication
- Extreme 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 required
- Familiar with expense platforms such as SAP Concur.
- Team player with a positive attitude.
- Prefer 8-10+ years of experience.
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