This company is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This company is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
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.
Minimum of 3+ years professional or relevant internship experience required Strong client service & technical skills (MS Word & Excel) Strong communication, time management and organizational skills are required
Undergraduate degree or equivalent experience preferred Prior knowledge of financial products, policies & procedures is highly preferred
3+ year(s) of experience supporting a senior level manager within the financial services field or relevant internship experience Knowledge of wealth management tools preferred