What are the responsibilities and job description for the Senior Administrative Assistant - Private Wealth Management position at Addicus?
The ideal candidate will have 1-3 years of experience as an administrative assistant or similar and be proficient in Microsoft Office products, including Outlook, Excel, Word, and PowerPoint. You will also have excellent communication and organizational skills, with the ability to handle confidential information.
You will be responsible for providing administrative support to our Private Equity Operations team, including managing and maintaining private equity related files and CRM system data. Additionally, you will assist Investor Relations with fundraising forms, data management, and correspondence to investors.
Responsibilities
- Managing and maintaining private equity related files and CRM system data
- Assisting Investor Relations with fundraising forms, data management, and correspondence to investors
- Conducting clerical duties, including document management, correspondence, presentation preparation, etc.
- Providing internal communications for associates and leadership across multiple platforms and programs
- Handling multiple tasks seamlessly in a fast-paced environment while assisting with marketing needs
- Providing back-up assistance to other assistants within the company, as needed
About Addicus
Addicus is a private wealth management, private equity, and tax consulting firm that combines superior financial expertise with an unmatched inventiveness and passion to discover opportunities and solutions.
