Executive Wealth Central Operations – Administrative Support
Individual within this role will support the Executive Wealth Central Operations Team which is a fast-paced team dedicated to helping clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning and investments.
Individual within this role will:
Provide administrative support to multiple advisor teams including:
•Preparation, review and editing of confidential correspondence
•Document scanning, management and archiving across multiple systems
•Preparation of travel expense and billing allocation reports
•Preparation and handling of time-sensitive quarterly client tax payments
•Miscellaneous administrative projects as needed
Skills Required
•Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook
•Ability to work in a fast-paced environment and think clearly under pressure
•Excellent communication skills; team focused
•Extremely organized and detail-oriented