Office Administrative Support
Provide administrative support to multiple Wealth Advisors and Managing Directors in a team-oriented environment. Must have executive administrative experience, complex calendar management, travel coordination, expense reporting, and strong organizational skills.
Required Qualifications
- Experience as an Administrative Assistant supporting executives in a complex environment
- Financial services, private sector, or government experience preferred
- Ability to exercise excellent judgment and discretion handling confidential information
- Excellent interpersonal and teamwork skills
- Ability to work collaboratively with local and global teams
- Ability to prioritize and handle multiple tasks in a busy environment
- Excellent written and verbal communication skills
- Strong attention to detail and organizational skills
- Quick learner and self-starter
- Proactive problem solver and independent thinker
- High degree of integrity, professionalism, and diplomacy
- Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Zoom
- Familiarity with SAP Concur expense platform
- Positive team player
Responsibilities
- Support multiple Wealth Advisors and Managing Directors
- Manage complex calendars across multiple time zones
- Coordinate meetings and conference calls
- Handle high-volume phone calls
- Coordinate domestic and international travel, including visas
- Process expense reports and invoices
- Schedule internal and client meetings
- Coordinate conference rooms, catering, guest registration, and meeting materials
- Perform general administrative duties including copying, scanning, filing, mailing, archiving, time entry, and phone coverage
- Handle confidential client information
- Support Wealth Management client service
- Adhere to compliance regulations
- Assist with additional projects as assigned
Hard Requirements
- Onsite in Chicago, IL
- Administrative Assistant supporting executives
- Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Zoom
- SAP Concur familiarity
- Calendar management
- Travel coordination
- Confidential information handling