Be part of the Wealth Management Technology team, where you will have the opportunity to work in a fast-paced organization that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Wealth Management–Technology, you will support wealth management and need to work well in a team environment, represent the manager/group with professional courtesy and acumen, and deliver flawless work output. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's and teams activities and goals.
Job responsibilities
- Leverage enterprise **AI **tools as a daily productivity partner across all responsibilities — including drafting communications, summarizing documents, researching information, preparing meeting materials, and proofreading work — while applying sound judgment regarding accuracy, tone, and information sensitivity.
- Maintain complex and detailed calendars
- Manage the coordination and logistics of both internal and external meetings
- Arrange and coordinate complicated domestic and international travel
- Organize all aspects for offsite conferences and external events, including catering and transportation
- Process invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter experts for policies and procedures
- Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
- Produce high quality emails and messages to individuals at all levels of the organization
- Maintain current organizational charts and Executive Bio’s
- Work cooperatively with the administrative assistants team, in positive partnership to support each other smoothly
- Assist in editing documents, spreadsheets and presentations.
**Required qualifications, capabilities, and skills **
- Frequent user of AI tools and adoption of AI into daily workflows
- At least five years of administrative experience,
- Advanced ability to organize
- Discretion and good judgment in confidential situations, and proven experience interacting with senior management
- Strong interpersonal, written, and oral communication skills
- Strong proficiency in Microsoft Office: Excel, OneNote, Teams.
- Must be familiar with international travel coordination and logistics
Preferred qualifications, capabilities, and skills
- Experience supporting at the Managing Director level (or equivalent) or above
- College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option