Job Description:

Position Description

Performs diverse, advanced and confidential administrative support functions including composing, signing and distributing routine but somewhat complex correspondence. Relieves management from administrative details; gathers, compiles and reports information relevant to/for the department; may manage a number of different and often conflicting objectives, projects or activities at one time. Communicates with executives and line management to gather or convey relevant information. Frequently involved in high-level executive contact and has regular exposure to sensitive information--must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills. Thorough knowledge of a variety of software programs. Self-starter who can handle high-pressure situations with ease, and can effectively balance multiple priorities at once.

Required Skills:

• Minimum of three+ years professional or relevant internship experience required

• Strong client service & technical skills (Outlook, MS Word, Excel, and PowerPoint)

• Strong communication, time management, and organizational skills are required

• Experience supporting multiple executives at once is desired

Desired Skills:

• Undergraduate degree or equivalent experience preferred

• Prior knowledge of financial products, policies & procedures/Human Resources/Recruiting is highly preferred

• Three+ year(s) of experience supporting a senior level manager within the financial services field (or relevant internship experience)

• Knowledge of wealth management tools preferred (Salesforce, Wealth Management Workstation, Tableau)

• Knowledge of recruiting/supporting a Human Resources Manager/Executive

• Experience booking travel, event planning/coordination, managing multiple calendars, onboarding/HR, purchasing requisitions

• Other helpful software to understand: Discovery Data, WebEx, SAP/Concur, SharePoint, Workday

Shift:

Hours Per Week: