Private Wealth Management Team Administrator

Position Summary

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task.

Duties And Responsibilities

• Provide administrative coverage for a FA/PWA/team including:
• Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
• Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
• Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process
• Aiding with general in-office support functions such as copying, filing, and scanning documentation
• Preparing and submitting expense reports for processing at the direction of the FA/PWA
• Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

Education, Experience, Knowledge, And Skills

• Education and/or Experience: High school diploma/Equivalency
• Willfulness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Knowledge/Skills: Detail orientated with superior organizational skills, Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint), Effective communication and interpersonal skills (both written and verbal), Strong time management skills, Team player with the ability to collaborate with others, Ability to work in a fast-paced, evolving environment, Adaptable and ability to multi-task
• Reports To: Business Service Officer