Position : Administrative Assistant - Wealth Management Senior Leadership
Type : Permanent, Direct Hire
Location : Onsite in Phoenix, AZ
Compensation : Base + Bonus + Excellent Benefits
Overview :
Seeking an experienced Administrative Assistant to support a senior team of wealth management advisors. You will coordinate client meetings, manage calendars, review documents and presentations, and provide general office support.
Key Responsibilities :
- Manage and coordinate active calendars
- Schedule and confirm client meetings
- Prepare and edit documents, reports, and presentations
- Assist with project coordination and office tasks as needed
Qualifications :
- Proven experience supporting teams within wealth management
- Strong attention to detail for reviewing documents and presentations
- Proficient in Microsoft Office suite
- Excellent communication, customer service, and multitasking skills
- Must be able to work onsite in Phoenix, AZ
Wealth Management Administrative Assistant (2643069)
Administrative Assistant - Wealth Management Senior Leadership. Seeking an experienced Administrative Assistant to support a senior team of wealth management advisors. Proven experience supporting teams within wealth management. ...
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