Our client is a boutique wealth management firm providing customized investment strategies for high-net-worth individuals. The Administrative Assistant will provide onsite admin and operational support to the advisory team at the firm.
Responsibilities
Internal and external meetings management including reserving rooms and catering where applicable
Management of the teams calendars
Coordinate domestic travel schedules and itineraries including flight, hotel, and car rental reservations
Prepare expense reports using Concur
Provide support to the tax team and other offices throughout the country
Provide project management for assigned projects when needed
Requirements
Bachelor’s degree required
3-5 years of relevant admin experience
Knowledge of Concur and DocuSign a plus
Exceptional interpersonal and organization skills
Proficient in Microsoft Office
Salary Range
$75,000-$90,000
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Administrative
Industries
Staffing and Recruiting
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