Senior Administrative Assistant

• Support performance of less experienced Administrative Assistance staff and overall effectiveness of team
• Compile information, prepare moderately complex reports, and balance routine general ledger lines or expense accounts
• Perform complex administrative, transactional, operational, or customer support tasks
• Provide high level of professional support including administrative work and project/business initiatives
• Assist with selectively referring callers, and answering questions regarding business unit policies and procedures
• Provide subject matter expertise and interpretation of administrative procedures to less experienced staff
• Provide administrative supervision and support to managers in the areas of reporting, offsites, and/or business documentation
• Interact with immediate Administrative Assistant team, functional area, and internal peers regarding routine administrative tasks
• Support more experienced level leaders with daily administrative tasks

• 4+ years of Administrative Support experience, or equivalent demonstrated through work experience, training, military experience, education
• Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments flawlessly
• Experience with on-boarding new hires
• Ability to manage logistics for offsites and/or business operations related events
• Ability to follow policies, procedures, and regulations
• Ability to handle confidential material in a professional manner
• Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Highly proficient in drafting and proof-reading written documents utilizing proper grammar, punctuation, and spelling
• High level of motivation, demonstrated ability to be proactive and adaptable to change
• leads self and others through change
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to provide strong customer service while actively listening and responding in an appropriate manner
• Ability to work effectively, as well as independently, in a team environment
• Demonstrated leadership in identifying and implementing process efficiencies and sharing best practices with others
• Excellent technical skills
• Excellent verbal, written, and interpersonal communication skills

brokerage or wealth experience preferred

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement