The role involves managing calendars, scheduling meetings, and coordinating logistics for executives in a fast-paced wealth management environment
Job Summary
The role involves managing calendars, scheduling meetings, and coordinating logistics for executives in a fast-paced wealth management environment.
Candidates will be responsible for time entry reconciliation between Workday and Aderant, preparing presentations, and handling sensitive confidential data.
The company offers comprehensive benefits including a 401(k) match, medical plans, paid parental leave, and professional development reimbursement.
Matching Summary
The role involves managing calendars, scheduling meetings, and coordinating logistics for executives in a fast-paced wealth management environment.
Salary
Pay range: $17-$48 USD per hour; Non-exempt position; Determined by candidate qualifications and experience
Skills & Requirements
Must-have
3-5 years administrative experience
Calendar management for multiple managers
Microsoft Office Suite proficiency
Workday and Aderant software knowledge
Expense report and time entry reconciliation
Nice-to-have
Finance industry experience preferred
Strong emotional intelligence skills
Project management capabilities
Collaborative team environment attitude
Ability to work independently
Key Requirements
Bachelor's degree preferred
Must have unrestricted US work authorization
Must be 18 years of age or older
Advanced proficiency in Microsoft Visio and Excel
Work Rights
Must have unrestricted work authorization to work in the United States