
Senior Administrative Assistant
Beacon Hill · Commercial & Professional Services
Viewed by 2 job seekers
Share:
Job Description:
To Apply for this Job Click Here
REMOTE OPPORTUNITY!
Our client, a well-established firm in West Palm Beach, is seeking a polished and highly organized Senior Administrative Assistant to support senior leadership and contribute to the day-to-day efficiency of the office. This individual will serve as a trusted business partner, managing complex administrative functions, coordinating communications, and ensuring seamless operations in a fast-paced, client-focused environment.
The ideal candidate will have previous experience within the financial services, wealth management, banking, investment, or related professional services industries and possess exceptional professionalism, discretion, and attention to detail.
Key Responsibilities
Provide high-level administrative support to leadership teams
Manage complex calendars, coordinate meetings, and schedule appointments across multiple stakeholders and time zones
Prepare and edit correspondence, reports, presentations, and meeting materials
Organize and coordinate client meetings and special events
Serve as a primary point of contact for internal and external communications
Handle sensitive and confidential information with the highest degree of discretion
Coordinate travel arrangements, including flights, hotel accommodations, transportation, and detailed itineraries
Maintain and organize electronic and physical filing systems
Assist with expense reporting, invoice processing, and administrative documentation
Support client onboarding and account administration processes as needed
Collaborate with various departments to ensure smooth workflow and operational efficiency
Assist with special projects and ad hoc administrative initiatives
Qualifications
5+ years of administrative support experience, preferably supporting senior leadership
Previous experience within financial services
Advanced proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
Exceptional organizational and time management skills
Strong verbal and written communication abilities
Ability to manage multiple priorities while meeting deadlines
Professional demeanor with excellent client service skills
High level of discretion and confidentiality
Experience coordinating executive calendars, meetings, and travel arrangements
Bachelor’s degree preferred but not required
Preferred Experience
Experience supporting Financial Advisors, Managing Directors, Partners, Wealth Advisors, or Executive Leadership Teams
Familiarity with CRM systems
Experience preparing client-facing presentations and reports
Exposure to financial documents, investment reporting, or account administration processes
A1477470ATL_1791835911
To Apply for this Job Click Here