Administrative Assistant
Core
Provide executive administrative support to VP and director-level leadership in family office services, including calendar management, onboarding, and operations coordination.
Role type
Administrative Assistant (Executive Support)
Builds
Administrative workflows and operational support for senior financial planning leadership
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Microsoft Office, Financial industry experience, Written communication, Verbal communication, Calendar management, Onboarding coordination, Document archiving, Budget tracking, Report generation
Responsibilities
Manage calendars, bookings, vacation tracking, and expense approvals; Onboard new hires with system access and equipment; Coordinate premises support including passes, maintenance, and supplies; Generate booking capacity, fiscal year-end, and compliance reports; Manage shared drives, access controls, and document archiving; Track professional development and departmental costs for budgeting and audit.
