Executive Assistant / Business Support

About This Role

Provide comprehensive administrative, office management, marketing, and business development support to the Private Client team in the US, with a focus on calendar and travel management for executives.

Responsibilities

• Provide support to the executive and wider senior management team, including calendar management, email responses, travel arrangements, and expense processing
• Manage executive and senior management team's calendars, prioritizing urgent matters
• Provide administrative assistance, drafting memos and preparing communications
• Input executive time on Viewpoint as requested
• Assist with preparation of proposals and presentations to clients and internal management
• Provide general office administration, such as organizing office supplies
• Organize meetings, including scheduling, reminders, and catering
• Answer phone calls professionally
• Welcome visitors and direct them appropriately
• Provide backup coverage for other executive assistants, as needed
• Support the management and oversight of external business referral arrangements
• Assist with referral-related tasks and reporting (i.e. Salesforce) for new cases/structures

Requirements

• Bachelor’s Degree
• Experience in managing calendars and travel arrangements at Executive level
• Extremely strong attention to detail
• Proficiency in Microsoft Outlook, Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
• Excellent written, verbal and interpersonal communication skills
• Proven ability to multi-task and work well under pressure
• Experience in working collaboratively within a team environment
• 5+ years’ experience working in an administrative capacity in a similar industry

Qualifications

• Bachelor’s Degree
• 5+ years’ experience working in an administrative capacity in a similar industry

Nice to Have

• Advanced skills in Microsoft PowerPoint

Skills

* Required skills