Senior Administrative Assistant

Who We Are:

Qualifications

• The ideal candidate should have 3+ years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals.
• Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment.
• Outstanding verbal and written communication skills to deliver distinctive client service.
• Strong time management and organizational skills.
• Individuals who are client-focused and have a high attention to detail.
• Accomplished team players who thrive in a rigorous and challenging environment.

Preferred Qualifications

• Strong proficiency in Microsoft Office is required, experience with Salesforce preferred.

Responsibilities

• The Senior Administrative Assistant will work in a dynamic, trust-based partnership with the Managing Director and Financial Advisors to serve a broad range of client needs and will act as a liaison with both internal and external clients.
• The Senior Administrative Assistant will:
• Partner with multiple financial advisors and leadership to boost productivity and efficiency through service and support functions, including:
• Ensure advisors are prepared for client and prospect meetings, including creating and preparing presentations, meeting materials, and reports
• Demonstrate a hospitality mindset in setting up and arranging on-site client meetings
• Effectively manage advisors’ calendars, including scheduling and maintaining meetings, while considering preferences and needs
• Proactively communicate with advisors to understand priorities and keep them up to date on changes and developments that impact their practice and clients.
• Coordinate complex senior-level internal/external meetings and conference calls
• Handle a high volume of phone calls from external clients and internal contacts
• Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting
• Assist in general office maintenance, which may include ordering office supplies and facilities coordination
• Prepare presentations and reports for management, clients, and prospects
• Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up
• Provide support and partnership to the marketing team as needed
• Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members
• Work the Approximate Hours of: 8:00 a.m.–5:00 p.m. Flexibility to work overtime as workload demands change
• The ideal candidate should have 3+ years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals.
• Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment.
• Outstanding verbal and written communication skills to deliver distinctive client service.
• Strong time management and organizational skills.
• Individuals who are client-focused and have a high attention to detail.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Strong proficiency in Microsoft Office is required, experience with Salesforce preferred.