Exciting opportunity to join a strong financial services firm headquartered in NYC. This role will support senior wealth advisors and deal with ultra-high-net-worth clients.

Responsibilities:

• Provide administrative support to the C-Suite in a variety of capacities, including telephone coverage, photocopying, mail handling, monitoring/responding to email, file maintenance, and assist with completion of specially assigned projects.
• Extensive coordinating and scheduling of meetings with staff. Coordination includes calendars, reserving conference rooms/ordering catering if required, setting up conference calls, and video conference calls as needed.
• Assist with the preparation of various communications such as memoranda and paperwork. Obtain and handle confidential information. Draft and edit emails/memos for distribution for CEO.
• Answer, screen and direct incoming telephone calls and email to proper areas for handling.
• Coordinate executives’ schedules and executive logistics such as managing the calendar, phone calls, public appearances, travel arrangements, filing, and other scheduling as required by the CEO.
• Must be professional and courteous with all internal and external visitors.
• Manage travel for the team and booking trips
• Comfortable working at a fast pace, in a proactive manner. Anticipate logistical issues on behalf of the CEO.
• Proven ability to maintain and preserve confidentiality.
• Perform general administrative and other duties as assigned.

Requirements:

• Bachelors degree highly preferred
• 5 years of executive support
• Excellent communication