Asset & Wealth Management, Administrative Assistant, Boston - Boston, MA

Only for registered members Boston, MA , United States

1 month ago

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Job Summary

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 interacts with high-level business leaders and clients in a professional effective manner Coordinates logistics for PWM client calls & meetings responds follows up on requests in a timely manner Coordinates travel arrangements including visa procurement when applicable processes expense reports in timely manner Prepares distributes correspondence agendas letters reports or other documents as requested Organizes ships materials to clients as needed Plan lead manage various events including client engagement internal entertainment Supports general office administrative duties copying filing faxing archiving shipping supplies etc ad-hoc projects facilities management as needed Works with conference catering services for client engagements as needed Maintains detailed understanding of firm policies handles certain issues independently escalates appropriately


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