Exciting opportunity to join a strong financial services firm headquartered in NYC. This role will support senior wealth advisors and deal with ultra-high-net-worth clients.
Responsibilities:
- Provide administrative support to the C-Suite in a variety of capacities, including telephone coverage, photocopying, mail handling, monitoring/responding to email, file maintenance, and assist with completion of specially assigned projects.
- Extensive coordinating and scheduling of meetings with staff. Coordination includes calendars, reserving conference rooms/ordering catering if required, setting up conference calls, and video conference calls as needed.
- Assist with the preparation of various communications such as memoranda and paperwork. Obtain and handle confidential information. Draft and edit emails/memos for distribution for CEO.
- Answer, screen and direct incoming telephone calls and email to proper areas for handling.
- Coordinate executives schedules and executive logistics such as managing the calendar, phone calls, public appearances, travel arrangements, filing, and other scheduling as required by the CEO.
- Must be professional and courteous with all internal and external visitors.
- Manage travel for the team and booking trips
- Comfortable working at a fast pace, in a proactive manner. Anticipate logistical issues on behalf of the CEO.
- Proven ability to maintain and preserve confidentiality.
- Perform general administrative and other duties as assigned.
Requirements:
- Bachelors degree highly preferred
- 5+ years of executive support
- Excellent communication