Administrative Assistant

Individual within this role will support the Executive Wealth Team which helps clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning and investments.

The administrative professional in this role will join a fast-paced, team environment.

Duties Provide administrative support to multiple advisor teams including:

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• Preparation, review and editing of confidential correspondence
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• Document scanning, management and archiving across multiple systems
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• Preparation of travel expense and billing allocation reports
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• Preparation and handling of time-sensitive quarterly client tax payments
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• Miscellaneous administrative projects as needed
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Skills Required

Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook

Ability to work in a fast-paced environment and think clearly under pressure

Excellent communication skills; team focused

Extremely organized and detail-oriented