Administrative Assistant
2 weeks ago
This position is expected to be in person daily. The Ideal Candidate
- Will provide and lead support to both internal and external parties with a high level of professionalism and in a manner that reflects positively on the organization.
- A detail-oriented, resourceful self-starter
- Someone who exhibits sound judgment with the ability to prioritize and make decisions
- Energetic and eager to tackle new projects and ideas
- Comfortable interacting with high-level executives
- A team player capable of cultivating productive working relationships across the firm
- Prior experience in financial services industry is a plus
- 3-5 years minimum prior experience with administrative assistant duties
- Excellent proficiency with office productivity tools, including Microsoft Office Suite (Outlook, Word, Teams, PowerPoint, and Excel) as well as Adobe and an aptitude for learning new systems.
- Strong time management skills and an ability to organize and coordinate multiple concurrent projects
- Familiarity with the financial/wealth management industry is a plus
- Ability to maintain confidentiality of information related to the company and its clients
- Flexible hours as dictated by needs of business for projects and meetings
- Bachelor’s degree preferred.
- All scheduling in CEO’s calendar plus assistance to other partners
- Schedule all departmental meetings; assist in the preparation and distribution of meeting agendas and materials.
- Assist in generating reports and presentations.
- Maintain paper and electronic filing systems.
- Maintain confidential and sensitive information.
- Be responsive to emails/texts/phone calls, with contact outside normal business hours
- Answer phone lines and respond to inquiries. Research vendors for various needs, engage and schedule appointments with vendors
- Routinely perform a wide variety of support duties.
- Other additional and/or alternative duties as assigned from time to time, including supporting other departments or executives as needed.
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