Senior Administrative Assistant

3+ years of administrative or executive support experience in a corporate or professional setting with experience working alongside high-level professionals
Ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, deadline-oriented environment
Outstanding verbal and written communication skills to deliver distinctive client service
Strong time management and organizational skills
Individuals who are client-focused and have a high attention to detail
Accomplished team players who thrive in a rigorous and challenging environment
Strong proficiency in Microsoft Office is required, experience with Salesforce preferred

Effectively and accurately manage the Managing Director’s calendar, including schedule meetings, appointments, and travel plans
Be expected to exercise a high level of discretion in connection with complex and confidential duties
Support the Managing Director’s efforts in recruiting and managing the advisor staff, including interview coordination, on-boarding new advisors, and responding to various advisor inquiries
Coordinate complex senior-level internal/external meetings and conference calls
Handle a high volume of phone calls from external clients and internal contacts
Provide general administrative duties in a timely manner, including the preparation and revision of correspondence, database maintenance, reconciling monthly expenses, and scheduling and management reporting
Assist in general office maintenance, which may include ordering office supplies and facilities coordination
Work directly with clients in all aspects of client servicing
Prepare presentations and reports for management, clients, and prospects
Assist in ad-hoc reports and special projects as needed requiring a high level of detail and follow-up
Provide support and partnership to the marketing team as needed
Take part in a team environment working toward a common goal of providing exceptional client service, including the training of new team members