Job Details

The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PW - As)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task. DUTIES and RESPONSIBILITIES:Provide administrative coverage for a FA/ PWA/team including: - Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/ PW - As/teams as needed) - Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) - Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process - Assisting with general in-office support functions such as copying, filing, and scanning documentation - Preparing...Administrator, Processing, Diversity, Wealth Advisor, Skills, Business Services