Associate | Executive Operations

Job Description

Job DescriptionDescription:

· 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.