Administrative Assistant Iii

Job summary
Performs diverse, advanced and confidential administrative support functionsGathers, compiles and reports information relevant to/for departmentCommunicates with executives and line management
Job seniority: entry level
Responsibilities
• Compose, sign, and release routine but somewhat complex correspondence• Relieve management of administrative details• Manage conflicting objectives, projects, or activities• Gather and report information for the department• Communicate with executives and line management• Handle high-level client contact and sensitive information• Use tact, diplomacy, and judgment• Utilize advanced administrative and analytical skills• Have thorough knowledge of software programs• Possibly be involved in high-level client contact and exposure to sensitive information
Requirements
• Minimum of 1+ years professional or relevant experience• Strong client service & technical skills (MS Word & Excel)• Strong communication, time management, and organizational skills• Undergraduate degree or equivalent experience preferred• Prior knowledge of financial products, policies & procedures highly preferred• 1+ year(s) of experience supporting a senior level manager within financial services field or relevant experience• Knowledge of wealth management tools preferred
Key Skills Needed
• Strong client service skills• Strong technical skills in MS Word & Excel• Strong communication skills• Time management skills• Organizational skills