Job Opportunity: Senior Administrative Assistant

Position Overview

The organization’s Senior Administrative Assistants are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills. In collaboration with Financial Advisors and Leadership, these professionals help propel the growth of the firm's Private Wealth Management platform. This is an exciting and challenging opportunity to partner with senior investment professionals to serve a broad range of client needs.

The Senior Administrative Assistant works in a dynamic, trust-based partnership with the Managing Director and Financial Advisors to serve client needs and acts as a liaison with both internal and external stakeholders.

Key Responsibilities

The Senior Administrative Assistant will:

• Effectively and accurately manage the Managing Director’s calendar, including scheduling meetings, appointments, and travel plans.
• Exercise a high level of discretion in connection with complex and confidential duties.
• Support leadership efforts in recruiting and managing advisor staff, including interview coordination, onboarding new advisors, and responding to various inquiries.
• Coordinate complex senior-level internal and external meetings and conference calls.
• Handle a high volume of phone calls from external clients and internal contacts.
• Provide general administrative support in a timely manner, including correspondence preparation, database maintenance, expense reconciliation, and management reporting.
• Assist in general office maintenance, including ordering supplies and facilities coordination.
• Work directly with clients in all aspects of servicing.
• Prepare presentations and reports for management, clients, and prospects.
• Assist in ad-hoc reports and special projects requiring a high level of detail and follow-up.
• Provide support and partnership to the marketing team as needed.
• Contribute to a team environment focused on providing exceptional client service, including the training of new team members.

Schedule

The standard working hours for this role are approximately 8:30 a.m. to 5:30 p.m., with the flexibility to work overtime as workload demands change.

Qualifications

• Experience: 3+ years of administrative or executive support experience in a corporate or professional setting, specifically working alongside high-level professionals.
• Problem Solving: Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment.
• Communication: Outstanding verbal and written communication skills suitable for delivering distinctive client service.
• Organizational Skills: Strong time management and organizational abilities.
• Attributes: Client-focused with high attention to detail and a history of being an accomplished team player in rigorous environments.
• Technical Proficiency: Strong proficiency in Microsoft Office is required; experience with Salesforce is preferred.

About the Organization

The organization is a global investment management firm advising high-net-worth clients on planning for and managing the complexities that accompany wealth. It is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. The firm's collaborative culture ensures each client is supported by a team of specialists aligned with a shared sense of purpose.

Compensation and Benefits

Base Salary Range: $75,000 – $80,000 Actual base salaries vary based on factors such as education, training, experience, and past performance. This role is eligible for overtime pay.

Highlights of the Benefits Package:

• Competitive compensation and retirement plans with matching employer contributions.
• A holistic employee benefit package supporting health and wellness.
• Flexible time off and a hybrid work model.
• Mentoring programs and professional development opportunities.
• Year-end incentive compensation and department-specific awards for eligible employees.