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:Preparation, review and editing of confidential correspondenceDocument scanning, management and archiving across multiple systemsPreparation of travel expense and billing allocation reportsPreparation and handling of time-sensitive quarterly client tax paymentsMiscellaneous administrative projects as neededSkills RequiredStrong technology skills including working knowledge of Microsoft Word, Excel, and OutlookAbility to work in a fast-paced environment and think clearly under pressureExcellent communication skills; team focusedExtremely organized and detail-oriented