Private Wealth Assistant

A company is looking for a Private Wealth 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, and manage office supplies

Required Qualifications

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

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

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

Experience in managing calendars, emails, travel, and expense reports

Demonstrated ability to work effectively as part of a team