Senior Administrative Assistant

The Senior Administrative Assistant will provide administrative support to Group leaders within the Advisor Group as well as related support for the Advisor Group as a whole. This role will generally support 2-3 leaders within the Advisor Group.

Please note, we would like this person to be in the office one day a week.

Job Duties and Responsibilities

• Provide day-to-day administrative support to the Front-Line Leaders, including email and calendar management, travel arrangements, submitting expense reports and other key responsibilities as assigned.
• Ensure leaders can focus on key jobs to be done and execute on plans for their model week/service models by thinking and acting proactively; use systems to assist them in managing calendar and prioritizing email/other incoming tasks.
• Collaborate with others in the Advisor Group and partners in the Centers of Excellence related to leader calendars and other requests.
• Establish and maintain efficient office management processes; perform routine administrative duties such as maintaining office supplies, processing mail and other needs of the Advisor Group related to the physical location (as applicable).
• Prepare meeting agendas and updates, maintain meeting notes, and arrange for implementation of action and follow-up items.
• Prepare presentation materials and spreadsheets to produce high quality reports and presentations.
• Respond to information requests and compose correspondence on a regular basis (often of a confidential nature).
• Manage logistics for local meetings, including AV/technical, location, catering, RSVP management, etc.
• Maintain strong business relationships with key stakeholders, including financial professionals, Advisor Group leaders/staff, enterprise leaders, and partners in the Centers of Excellence.
• Support various projects, programs, and processing functions as needed.

Required Job Qualifications

• 3+ years of administrative experience preferred.
• College or two-year degree from business or vocational school preferred.
• Demonstrated project management skills - success in managing, prioritizing, and organizing multiple projects at one time.
• Proficient experience with Microsoft Office Suite; ability to learn other software quickly (i.e. Salesforce, etc.).
• Ability to think proactively to anticipate needs and prepare accordingly.
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
• Ability to maintain the highest ethical, confidential, and professional standards at all times.
• Demonstrated ability to partner with key stakeholders to achieve stated goals (influencing skills).
• Excellent communication skills, including oral, written, presentation and interpersonal skills.
• Excellent organizational skills and attention to detail.
• Demonstrated sound decision-making skills.
• Excellent business acumen skills, detailed knowledge of organization and variety of business areas.
• Demonstrated customer service skills and a service-minded attitude.