Associate | Executive Operations

Description:

• Administrative Support for the President of the Firm

o Calendar Management: Schedule and coordinate meetings, calls, and travel for the President. Ensure preparation for meetings, presentations, and other key engagements.

o Email and Correspondence: Manage incoming emails and communications.

o Document Preparation: Prepare reports, presentations, and business documents as needed.

• Travel & Expense Management

o Arrange and manage international and domestic travel for the President including flights, accommodations and ground travel

o Oversee expense reporting and compliance with firm policies

• Confidentiality: Handle sensitive information with the utmost discretion and confidentiality.
• Tracking & Documentation

o Maintain accurate records of client interactions, activities, and meetings in CRM systems, ensuring timely and compliant documentation.

• Collaboration and Professional Development

o Participate in team projects, business initiatives, and continuous training opportunities to enhance skills and industry knowledge.

Requirements:

• Excellent organizational skills with keen attention to detail and the ability to prioritize tasks.
• Strong communication skills, both written and verbal.
• Expertise in Microsoft Office Suite (Excel, PowerPoint, Word)
• Salesforce experience preferred.
• Bachelor’s degree is preferred.
• 1-3 years professional experience is preferred.
• Familiarity with financial terminology and basic wealth management principles.