Administrative Assistant - Wealth Management
- Admin & Operations
- Full-time
- Palo Alto, CA
- 70K - 80K USD a year
The Administrative Assistant will play a vital role in supporting our Wealth Management client by offering high-quality administrative and client services. The ideal candidate will have a track record of exceptional organizational skills, the ability to handle sensitive information with discretion, and a dedication to enhancing client relationships through effective communication.
Key Responsibilities:
Provide comprehensive administrative support to the Wealth Management team, including calendar management, scheduling appointments, and organizing meetings.
Utilize Microsoft 365 Suite to create and manage documents, presentations, and reports critical for client meetings and internal communications.
Answer, screen, and direct incoming calls and inquiries with professionalism and courtesy.
Provide exemplary client service, focusing on detail and timely responses to ensure client satisfaction.
Facilitate internal and external communications, acting as a liaison between clients, team members, and other stakeholders.
Assist in the preparation of client portfolios, reports, and presentations.
Maintain electronic and paper files, ensuring information is organized and easily accessible.
Handle confidential client information and communications with utmost discretion and integrity.
Support the team in ad-hoc projects and tasks as required.
Qualifications:
Minimum of 4+ years of administrative experience, preferably within the financial services, venture capital, private equity, or wealth management sector.
Proficiency in Microsoft 365 Suite (Word, Excel, Outlook, and PowerPoint) is essential.
Exceptional communication and interpersonal skills.
High level of organizational skills with an ability to prioritize and multitask.
Strong attention to detail and accuracy.
Adept at handling sensitive and confidential information with discretion.
A commitment to delivering an exceptional client service experience.
A proactive and positive attitude with the ability to work both independently and as part of a team.
Bachelor’s Degree