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Job Description:

Independently completes a wide range of administrative activities in support of a one or more managers who is/are responsible for leading a group or department generally up to level S.
May additionally provide assistance to the balance of the team with onboarding and other administrative needs
The incumbent supports the manager(s) and/or team in completing daily activities and managerial/administrative tasks.
Tasks are frequently advanced and complex in nature.
Has some latitude for time management and selection of work methods/approach for completion of own work.
Interacts daily with the assigned manager('s') direct reports and/or team.
Interactions may occasionally be at the leadership level.
Appropriately and effectively addresses complex issues escalated to the assigned manager('s')/team member('s') office.
Displays ability to appropriately interact with leaders during occasional interactions inside the organization.
Requires ability to effectively prioritize competing requests and switch focus as needed, often must negotiate prioritization of administrative activities with team members/manager(s).
May participate in ad-hoc special projects or administrative initiatives.
Other activities often reflect some elements of the professional discipline supported (e.g., HR, Risk, Finance).
May provide advice/training to new or less experienced team members.
Performs advanced, diversified and sometimes confidential administrative duties requiring broad and comprehensive experience, skill and knowledge of organizational policies and procedures.
Screens calls and visitors, and resolves inquiries.
Schedules meetings, prepares and distributes meeting agendas and minutes.
Makes travel arrangements and maintains calendar of appointments for assigned manager(s) and/or team.
Completes expense reports for direct manager
Activities may also encompass disciplines such as event planning, bookkeeping, as well as standard areas like word processing, data entry etc.
Exercises autonomy in troubleshooting a diverse range of sometimes complex issues as they arise.
Typically conducts a range of administrative assignments related to the assigned manager(s) and/or team's attendance or conduct seminars, workshops, and/or conferences, among others, including preparation of materials, scheduling and logistical arrangements. May undertake diversified or special projects requiring interaction with multiple teams.
Must have excellent power point skills
Could be expected to collaborate on projects related to administrative initiatives.
Conducts research, compiles, analyses and summarizes information for reports and correspondence.
Leverages own contacts and resources, and liaises with other managers on behalf of the assigned manager(s) and/or team to facilitate information gathering and confirmation of answers.
Applies discretion to triage a wide range of requests, questions and problems directed toward the assigned manager(s) and/or team. Expected to addresses and/or identify the level of urgency and escalate as necessary.
May be expected to prepare draft correspondences, memoranda and reports on behalf of and for review by the assigned manager(s) and/or team.
May establish filing/organizational procedures. Is an intermediate to advanced user of standard business software (word processing, e-mail, spreadsheets, etc)
May review and analyze complex data, assist with budgets and budget presentations for review and use by the assigned manager(s) and/or team.
Completes all billing and expense activities, manages supply orders and resolves associated issues on behalf of the office, manager(s) and/or team.
No direct reports.
May provide advice/training to new or less experienced team members.
Effective collaboration and communication, including information exchange with internal and external contacts, is required.
Tact, diplomacy and confidentiality are essential skills based on the level of internal and external contacts.
Responsible for facilitating the full range of administrative activities for one or more managers at job level S
Responsible for the timeliness, quality and accurate completion of own work as well as effective collaboration with management and the leader's manager's direct reports on behalf of the assigned manager.
Contributes towards achievement of team goals and maybe assigned a mix of short to long-term projects or initiatives.
Priority is on daily/weekly work, but may be responsible for executing work/projects as requested.
Has some latitude to adjust daily work routines as needed. Exercises autonomy in anticipating and troubleshooting a range of issues as they arise.

Requirements:

5-7 years of total work experience preferred.
High school/secondary school or the equivalent combination of education and experience is required; bachelor’s degree preferred.
Applicable vocational training (e.g., courses on relevant business software like the Microsoft Office Suite of products, basic business writing, or similar) preferred; excellent PowerPoint skills preferred.
AA degree or relevant business certifications preferred.
Reference : Senior Administrative Assistant - Wealth Management jobs

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Published at 08-02-2022
Viewed: 269 times