Performs diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence. Usually relieves management of administrative details; gathers, compiles and reports information relevant to/for department; may manage a number of different and often conflicting objectives, projects or activities at one time. Communicates with executives and line management to gather or convey relevant information. May be involved in high-level client contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills. Thorough knowledge of a variety of software programs.
Minimum of 1+ years professional or relevant internship experience required
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management and organizational skills are required
Undergraduate degree or equivalent experience preferred
Prior knowledge of financial products, policies & procedures is highly preferred.
1+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience
Series 7 & 63/65 or 66 registrations preferred; management may ask for associate to acquire these licenses
Knowledge of wealth management tools preferred
1st shift (United States of America)
Hours Per Week:
Referral Bonus Amount: