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- Manage complex calendars and arrange appointments, meetings, conferences, and heavy travel plans (domestic and international)
- Schedule conference rooms, catering, and audio-visual equipment as needed, prepare meeting materials as requested (digital or print)
- Track all required receipts from business expenses and travel, compile and submit accurately allocated expense reports for all team members
- Manage conference attendance including registration, payment, organization and tracking of attendees, liaising with representatives if/when required
- Act as point of contact for internal and external clients; respond to emails and phone calls; track and ensure outstanding meeting requests are addressed
- Maintain files and records so they remain updated and easily accessible; intake and organization of all mail and legal documents and other correspondence
- Develop and maintain relationships with key stakeholders, including senior leadership, colleagues, vendors, and visitors
- Build trust by demonstrating reliability, confidentiality, and good judgment
- Complete various ad hoc administrative projects and tasks as assigned
- Bachelor’s degree or equivalent experience preferred
- At least five years of relevant administrative experience, some within financial services preferred
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams), Adobe Acrobat DC, and Concur. Experience using Monday.com preferred but not required.
- Strong organizational and time management skills
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively
- Highly discreet and professional
- Exceptional attention to detail
