Private Wealth Administrative Assistant
$70,000–$80,000 year
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull Time$70,000–$80,000 yearMid LevelNot SpecifiedEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Job Summary
Private Wealth Administrative Assistant supports senior investment professionals by coordinating meetings, preparing presentations and materials, managing calendars, handling client inquiries, facilitating communication, assisting with events, and performing general administrative duties across the Private Wealth Management team.
Required Qualifications
- 3-5 years of administrative or executive support experience in a corporate or professional setting
- Strong verbal and written communication skills
- Proficiency in Microsoft Office; Salesforce experience preferred
- Ability to independently prioritize and manage multiple tasks in a fast-paced environment
- Client-focused with high attention to detail
- Strong time management and organizational skills
- Team collaboration capabilities
- Willingness to support events and office operations
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