Become an integral part of the Asset and Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. 

As an Executive Assistant in Asset and Wealth Management, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's activities and goals. 

Job Responsibilities

Maintain complex and detailed calendarsScreen incoming calls and determine the level of priority, while using caution in dispensing informationArrange and coordinate complicated domestic and international travelOrganize all aspects for offsite conferences and external events, including catering and transportationProcess invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed within provided guidelines. Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system accessProduce high quality emails and messages to individuals at all levels of the organizationMaintain current organizational charts and Executive Bio’sHandle regular activities without prompting, and advise in advance with issues or delaysAssist in editing spreadsheets and presentations, including printing and binding, for client meetingsLead and coordinate on ad hoc projects as requested

Required qualifications, capabilities, and skills  

At least five years of administrative experienceAdvanced ability to organizeTact and good judgment in confidential situations, and proven experience interacting with senior managementStrong interpersonal, written, and oral communication skillsStrong proficiency in Microsoft OfficeExcellent telephone etiquette and ability to manage competing priorities i.e. calendar management

 

Preferred qualifications, capabilities, and skills 

Experience supporting at the Managing Director level (or equivalent) or above College degree is a plus 

Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option