Asset & Wealth Management, Administrative Assistant, Boston

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 a timely manner
• Prepares and distributes correspondence, agendas, letters, reports or other documents as requested; organizes and ships materials to clients as needed
• Plans, leads, and manages 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

• 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.

Not Applicable

Full‑time

Finance and Sales