Asset & Wealth Management, Administrative Assistant, Boston

Administrative Assistant

Wealth Management | Boston, MS

Job Summary & Responsibilities :

• Provides administrative support to Partner within Private Wealth Management 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 domestic and international travel arrangements, including visa procurement, and processes expense reports in timely manner.
• Prepares and distributes correspondence, agendas, letters, reports or other documents as requested.
• Organizes and ships materials to clients 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.
• Supports general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects, facilities management and / or event planning.

Qualifications :

Candidate must be located onsite in the Boston office.