Asset & Wealth Management – Family Office-Administrative Assistant

Asset & Wealth Management – Family Office-Administrative Assistant

Requirements

• Experience supporting multiple executive(s) in a complex environment, preferably in financial services, private sector or government.
• Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information.
• Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication.
• Comfortable with providing remote support to executives and team members across differing cities.
• Extreme attention to detail and organizational skills, with ability to prioritize tasks.
• Quick learner and self-starter with excellent anticipation skills.
• Pro-active problem solver and independent thinker; ability to follow-up as often as necessary.
• Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment.
• Highest degree of integrity, professionalism, and diplomacy is required.
• Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required.
• Familiar with expense platforms such as SAP Concur.
• Supportive team player with a positive attitude.
• Candidate must be located onsite in Dallas office.

Responsibilities

• Provides administrative support to multiple Vice Presidents in the Goldman Sachs Family Office team across the United States in a complex team environment; provides backup support for Managing Directors as needed.
• Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and related logistics.
• Handles highly confidential and sensitive client information with the utmost discretion.
• Manages a high volume of phone and conference calls; interacts with high-level business leaders and clients in a professional and effective manner.
• Coordinates logistics for client calls & meetings; responds and follows up on requests in a timely manner.
• Coordinates a high volume of domestic and international travel arrangements, including visa procurement, and processes expense reports in timely manner.
• Prepares and distributes correspondence, agendas, letters, reports or other documents as requested.
• Supports the onboarding of new hires within the Family Office & Trust Company as needed.
• Organizes and ships materials to clients as needed. Responds and follows up on client requests.
• Orders office supplies & inventory as requested.
• Works with conference and catering services for client engagements as needed.
• Maintains understanding of firm policies and can handle certain issues independently.
• Responsible for participation in general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects, facilities management and/or event planning.

Preferred Qualifications

• Ideal candidate has at least 3+ years of experience.