Administrative Assistant

Responsibilities

• Communicate effectively with executives and line management to gather, relay, and clarify essential information.
• Answer and manage a senior leader's phone line, logging accurate messages and handling inquiries with discretion and sound judgment.
• Proactively manage complex calendars for multiple executives, resolving conflicts and anticipating scheduling needs.
• Coordinate travel arrangements, prepare expense reports, and oversee logistics for meetings and appointments.
• Prepare meeting minutes and supporting documents, demonstrating strong written and verbal communication skills.
• Draft correspondence, reports, and forms following interaction with internal or external partners; research and resolve inquiries as needed.

• Strong verbal and written communication skills. Great interpersonal skills and professional demeanor when interacting with teammates and clients. Willing to work with a team or independently.
• 1-2 years administrative support in Financial or Wealth Management/ Trust Administration organization.
• Knowledge of Microsoft Office package including Excel and PowerPoint. Experience with a financial operating system preferred.
• Detail oriented and self-motivated, fast learner with ability to work independently, quickly and efficiently.
• Strong organizational skills, ability to multi-task while setting priorities and follow-through on assigned responsibilities.

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance