Job Description

Our client is a financial services firm. They seek an Administrative Assistant to join their Parsippany, NJ office.

Responsibilities

• Provide executive-level support to the BD Director and Strategic Growth Officers
• Manage complex calendars, coordinate meetings, and handle scheduling across multiple time zones
• Track and follow up on tasks and action items for the executive team
• Draft, proofread, and manage internal and external correspondence
• Serve as a liaison with both internal teams and external stakeholders, including high-level advisors and new recruits
• Assist with onboarding activities and relationship management for new advisors
• Support the team with ad hoc projects, research, and presentations
• Proactively identify ways to increase efficiency and improve team workflows

Requirements

• Bachelor's degree preferred
• 1-2 years of experience in wealth management
• Extremely detail-oriented with strong organizational skills
• Ability to think quickly, problem-solve, and multitask in a fast-paced environment
• High level of discretion when handling confidential information
• Proficiency in Microsoft Office Suite and familiarity with scheduling tools (e.g., Outlook, Zoom, Calendly)

JobID: 47158

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