Private Wealth Executive Assistant

A company is looking for a Private Wealth Executive Assistant to support a Managing Director in Wealth Management.

Key Responsibilities

Provide day-to-day support including expense management, travel coordination, and calendar management

Monitor and respond to correspondence with professionalism and confidentiality

Assist in preparing client presentations, reports, and meeting materials

Required Qualifications

Minimum of 2 years of administrative support experience for a senior executive

Proficiency in technology and systems such as SharePoint, Excel, and PowerPoint

Experience with MS Office (Outlook / Teams) for at least 3 years

Ability to maintain a positive attitude in a fast-paced environment

Experience in building and documenting repeatable processes for tasks