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.