Bulge Bracket Investment Banks
Asset & Wealth Management, Administrative Assistant, Boston
ExperiencedNo visa sponsorship
Posted 17 days ago
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Administrative Assistant supporting the Region Head for Private Wealth Management in Boston, providing high-level executive support in a complex team environment. Responsibilities include managing complex senior-level calendars, coordinating client meetings and calls, arranging travel (including visas when applicable), processing expense reports, and preparing correspondence and materials. The role also involves planning events, handling office administrative duties, liaising with conference and catering services, and managing highly confidential information with discretion. Candidates should have 3-5 years of relevant experience, strong Microsoft Office skills, familiarity with CRM systems such as Salesforce and expense platforms like SAP Concur, and must be located onsite in Boston.
- Compensation
- $55,000 – $110,000 USD
- City
- Boston
- Country
- United States
Currency: $ (USD)
Full Job Description
Asset & Wealth Management, Administrative Assistant, BostonBoston, Massachusetts, United States
Job Summary & Responsibilities:
- Provides administrative support to Region Head for Private Wealth Management in Boston Region in a complex team environment
- Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and all related client logistics.
- Handles highly confidential and sensitive information with the utmost discretion and compliance.
- Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner.
- Coordinates logistics for PWM client calls & meetings; responds and follows up on requests in a timely manner.
- Coordinates a high volume of travel arrangements, including visa procurement when applicable, and processes expense reports in timely manner.
- Prepares and distributes correspondence, agendas, letters, reports or other documents as requested. Organizes and ships materials to clients as needed.
- Plan, lead and manage various events, including client engagement as well as internal entertainment
- Supports general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects or facilities management as needed
- Works with conference and catering services for client engagements as needed.
- Maintains detailed understanding of firm policies and can handle certain issues independently and escalate appropriately
Qualifications:
- Experience supporting executive(s) in a complex environment, preferably in financial services, private sector or government is preferred.
- Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information.
- Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication.
- Extreme attention to detail and organizational skills, with ability to prioritize tasks.
- Quick learner and self-starter with excellent anticipation skills.
- Pro-active problem solver and independent thinker; ability to follow up as often as necessary.
- Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment.
- Adaptable to new technologies, familiarity with CRM systems such as Salesforce is preferred
- Highest degree of integrity, professionalism, and diplomacy is required.
- Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required.
- Familiar with expense platforms such as SAP Concur
- Supportive team player with a positive attitude, enthusiastic about bringing the team together.
- Ideal candidate has at least 3 - 5 years of experience.
Candidate must be located onsite in the Boston office.
We Offer Best-In-Class Benefits
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Read more about the full suite of class-leading benefits our firm has to offer.
