The Administrative Assistant provides high-level support to the Chief Experience Officer and Leadership Team, managing complex calendars, priorities, and communication between executives and Wealth Advisors.
They coordinate internal and external events, including meetings, conferences, and team engagements, ensuring smooth execution and adherence to policies.
The role requires exceptional organizational skills, discretion, and a service-oriented mindset to help leaders focus on strategic initiatives.
Key responsibilities include serving as an executive gatekeeper, supporting leadership communication, scheduling, and coordinating training, while delivering excellent service and ensuring compliance.
Ideal candidates possess strong communication skills, attention to detail, proficiency in Microsoft Office and CRM, and at least 5 years of client-facing or administrative experience.