Team Assistant, Wholesale

• Provide support to a team of senior managers in the Wholesale Division
• Manage complex calendars, meetings, and scheduling across multiple time zones
• Prioritize and manage incoming communications, including emails, phone calls, and correspondence
• Coordinate internal and external meetings, board meetings, and client meetings
• Manage logistics for internal and external events
• Maintain confidential records and handle sensitive information with the highest level of discretion
• Coordinate domestic and international travel, including flights, hotels, transportation, visas, and detailed itineraries
• Improve administrative processes and identify opportunities to increase executive efficiency
• Provide absence coverage to other team members as required
• Execute various ad-hoc projects and special initiatives as assigned

• Exceptional organizational and time management skills
• Polished written and verbal communication skills appropriate for a corporate environment
• Demonstrated ability to manage multiple priorities in a fast-paced environment
• High level of professionalism, discretion, and confidentiality
• Strong problem-solving skills with the ability to anticipate needs
• Proficiency in Microsoft Office Suite
• Bachelor's degree (preferred)
• Prior experience as an administrative assistant, especially within financial services (preferred)
• Familiarity with expense management systems such as Concur (preferred)

Demonstrates exceptional organizational and time management skills while managing complex calendars and communications in a fast-paced corporate environment. Proficient in maintaining confidentiality and professionalism, with a focus on improving administrative processes and supporting senior management.

• Organizational Skills
• Time Management
• Microsoft Office Suite Proficiency
• Verbal Communication Skills
• Problem-Solving Skills

• Written Communication Skills
• Discretion
• Confidentiality
• Professionalism

• Administrative Assistant
• Financial Services
• Calendar Management
• Meeting Coordination
• Travel Coordination

• Expense Management Systems
• Concur