About this role
Job Summary & Responsibilities:
• Provides administrative support to Region Head for Private Wealth Management in Boston Region in a complex team environment • Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and all related client logistics. • Handles highly confidential and sensitive information with the utmost discretion and compliance. • Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner. • Coordinates logistics for PWM client calls & meetings; responds and follows up on requests in a timely manner. • Coordinates a high volume of travel arrangements, including visa procurement when applicable, and processes expense reports in timely manner. • Prepares and distributes correspondence, agendas, letters, reports or other documents as requested. Organizes and ships materials to clients as needed. • Plan, lead and manage various events, including client engagement as well as internal entertainment • Supports general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects or facilities management as needed • Works with conference and catering services for client engagements as needed. • Maintains detailed understanding of firm policies and can handle certain issues independently and escalate appropriately
Qualifications:
• Experience supporting executive(s) in a complex environment, preferably in financial services, private sector or government is preferred. • 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. • 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. • Adaptable to new technologies, familiarity with CRM systems such as Salesforce is preferred • 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, enthusiastic about bringing the team together. • Ideal candidate has at least 3 - 5 years of experience.
Candidate must be located onsite in the Boston office.