Wealth Management Administrative Assistant
: Job Details :

The Wealth management Administrative Assistant performs a variety of sensitive and confidential administrative functions. This position includes responsibilities such as managing information, scheduling client meetings, answering incoming calls, and providing essential support to the office. Additionally, the Marketing & Administrative Assistant will assist with marketing campaigns in collaboration with the Marketing Team, help prioritize projects, and respond to marketing inquiries in a timely manner, as well as support event coordination efforts. Essential Duties and Responsibilities: Serve as a gatekeeper for management, understanding and prioritizing organizational needs. Maintain complex and frequently changing calendar. Arrange corporate travel, booking transportation, and arranging lodging and meeting accommodations. Provide comprehensive administrative support to management. Coordinate in-office meetings and conference calls; answer and screen incoming phone calls and place cal...Administrative Assistant, Management, Wealth, Administrative, Assistant, Marketing