Senior Administrative Assistant

• Collaborate with the Market Leader on key strategic initiatives to drive growth to the business.
• Support the market in its efforts to maintain and strengthen culture across the organization.
• Be responsible for executing on daily operational projects inclusive of market-wide communications, budgeting & expense management, staffing, recruiting, etc.
• Be responsible for compiling information, preparing moderately complex reports, and preparing the Market Leader for meetings.
• Perform complex administrative, transactional, operational, or customer support tasks.
• Provide a high level of professional support which includes a balance of more experienced level administrative work as well as ongoing ad hoc and project or business initiatives such as planning meetings, tracking deliverables and pulling routine reports.
• Provide administrative supervision and support to managers in the areas of reporting, customer or business documentation.
• Be a part of the leadership team and facilitating communication with leaders, representing the Market Leader.
• Support more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization.

Requirements

• 4+ years of Administrative Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Demonstrated understanding of the wealth management business.
• Demonstrated success leading complex projects.
• Experience with event planning.
• Self-driven with a history of high performance and ability to think quickly and execute.
• Interest in personal leadership development.
• Securities licenses (7 and 66 equivalent) as well as Series 9/10

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Hard Skills

• administrative support
• project management
• event planning
• budgeting
• expense management
• report preparation
• customer support
• staffing
• recruiting
• data analysis

Soft Skills

• collaboration
• communication
• leadership
• self-driven
• problem-solving
• organizational skills
• time management
• adaptability
• interpersonal skills
• initiative

Certifications & Qualifications

• Securities License 7
• Securities License 66
• Series 9
• Series 10