Assist senior finance executives with comprehensive administrative support. Demonstrate influential organizational skills in a challenging and fast-paced wealth management environment.
This crucial role focuses on supporting the Senior Vice President and other executives by managing their schedules and organizing essential meetings. You will be responsible for correspondence management, coordinating travel arrangements, and maintaining efficient filing systems. Your successful coordination fosters clear communication and operational effectiveness within the team.
Key Responsibilities: • Oversee executive schedules and appointment setting • Organize facilities for meetings and events • Manage correspondence and outgoing communications • Support budget management and expense reporting • Offer backup to other administrative positions