Administrative Assistant

• Schedule various high-touch meetings working with clients, prospective clients, and internal assistants to schedule and organize
• Prepare materials for meetings and book conference rooms
• Book both domestic and international travel
• Assist with filing expense reports
• Assist with events/conferences
• registering, organizing, tracking attendees and liaise with reps
• Assist with all CRM data management
• Assist admin team with various team projects and needs

• Bachelor’s degree required
• 2-4 years of admin experience within financial services
• Experience utilizing CRM systems
• Event management software experience a plus
• Prior experience booking international travel

Event management software experience a plus