Manage and prioritize a high volume of administrative, operational, and executive support activities
Compile, analyze, and present data; prepare moderately complex reports, dashboards, and summaries to support decision-making
Oversee expense management, reporting, and reconciliation with strong attention to compliance and accuracy
Serve as a central coordination point for key initiatives, including planning meetings, tracking deliverables, and ensuring timely follow-through
Execute and support complex administrative and operational workflows, including approvals, requests, and internal processes
Act as an extension of leadership by managing communications, filtering requests, and facilitating effective information flow
Provide guidance and interpretation of policies, procedures, and administrative processes to less experienced staff
Build strong relationships and collaborate with internal partners and senior stakeholders across the organization
Plan and execute team meetings, offsites, and cross-functional events, including logistics, materials, and follow-up actions
Handle ad hoc requests and special projects with a high degree of ownership and independent judgment

2+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience supporting senior leaders in a financial services or corporate environment
Exceptional organizational, prioritization, and time management skills
Strong written and verbal communication skills, with the ability to represent leadership professionally
Advanced proficiency in Microsoft Office (Outlook, Excel, PowerPoint), including calendar management and reporting
Demonstrated ability to manage multiple priorities and execute with precision in a fast-paced environment
Highly proactive and anticipatory, with the ability to act ahead of needs
Strong judgment with the ability to prioritize effectively and manage competing demands
Professional presence and strict discretion with confidential information
Ability to operate independently in a high-performance, fast-paced environment
Detail-oriented with a strong focus on execution, follow-through, and accountability

Senior Administrative Assistant – Private Wealth

Key skills