Job Description:

　　Description:

　　Performs diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence. Usually relieves management of administrative details; gathers, compiles and reports information relevant to/for department; may manage a number of different and often conflicting objectives, projects or activities at one time. Communicates with executives and line management to gather or convey relevant information. May be involved in high-level client contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills. Thorough knowledge of a variety of software programs.

　　Qualifications:

　　Required:

　　Minimum of 1+ years professional or relevant experience required

　　Strong client service & technical skills (MS Word & Excel)

　　Strong communication, time management and organizational skills are required

　　Desired:

　　Undergraduate degree or equivalent experience preferred

　　Prior knowledge of financial products, policies & procedures is highly preferred.

　　1+ year(s) of experience supporting a senior level manager within the financial services field or relevant experience

　　Knowledge of wealth management tools preferred

　　Shift:

　　1st shift (United States of America)

　　Hours Per Week:

　　37.5