Hybrid Administrative Associate – Wealth Management, Personal Wealth Division

Posted 2 days ago

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About the role

  • Admin Associate supporting Senior Leader in Wealth Management. Managing executive support and project ownership for high-impact decisions.

Responsibilities

  • Serve as a trusted partner to senior leadership, proactively identifying needs, risks, and priorities
  • Anticipate upcoming deliverables and prompt action (e.g., leadership meetings, skip-level interviews, planning cycles)
  • Operate with sound judgment and discretion in a highly visible executive environment
  • Own planning and execution for leadership meetings, offsites, and on-site meetings
  • Develop agendas, coordinate inputs across teams, track follow‑ups, and ensure readiness
  • Help sequence work, manage timelines, and keep initiatives moving forward
  • Manage complex, executive‑level calendars and coordinate across other admins
  • Independently resolve scheduling conflicts and logistics
  • Prepare leaders for meetings with accurate, timely materials
  • Create and refine executive‑level PowerPoint presentations
  • Partner with the leader on messaging, flow, and content for leadership audiences
  • Ensure materials are polished, accurate, and ready for senior consumption
  • Manage expenses and administrative workflows (e.g., Concur)
  • Leverage Microsoft Office at an advanced level
  • Adopt new tools and AI‑enabled workflows as they are introduced across the enterprise.

Requirements

  • Senior executive administrative experience in a large corporate setting.
  • Strong project management ownership (agendas, timelines, coordination, follow‑through)
  • Strategic mindset – able to think ahead, challenge priorities, and operate as a thought partner
  • Advanced PowerPoint skills with experience creating executive and leadership presentations
  • Expert calendar management in a complex, fast‑moving environment
  • Proven ability to work independently, exercise judgment, and manage ambiguity
  • High level of professionalism, organization, resilience, and executive presence.

Benefits

  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Professional development

Job title

Administrative Associate – Wealth Management, Personal Wealth Division

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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