Job Description

Job Title

Job Summary & Responsibilities:

• Provides administrative support to Region Head for Private Wealth Management in 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 travel arrangements, including visa procurement when applicable, 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.
• Plan, lead and manage various events, including client engagement as well as internal entertainment
• Supports general office administrative duties (copying, filing, faxing, archiving, shipping, supplies, etc), ad-hoc projects or facilities management 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

Qualifications:

• Experience supporting executive(s) in a complex environment, preferably in financial services, private sector or government is preferred.
• Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information.
• Requires excellent interpersonal and communication skills, both written & verbal. Ability to display a consistent, professional degree of communication.
• Extreme attention to detail and organizational skills, with ability to prioritize tasks.
• Quick learner and self-starter with excellent anticipation skills.
• Pro-active problem solver and independent thinker; ability to follow up as often as necessary.
• Ability to work well under pressure while maintaining high standards, adapt to unexpected events, prioritize and multi-task in a dynamic but deadline driven environment.
• Adaptable to new technologies, familiarity with CRM systems such as Salesforce is preferred
• Highest degree of integrity, professionalism, and diplomacy is required.
• Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required.
• Familiar with expense platforms such as SAP Concur
• Supportive team player with a positive attitude, enthusiastic about bringing the team together.
• Ideal candidate has at least 3 - 5 years of experience.

Candidate must be located onsite in the Boston office.

Job Identification 158312

Job Category Support

Locations Boston, Massachusetts, United States

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