High level of exposure to diverse set of high net worth clients, companies, pensions, and other institutions.
- Heavy client facing
- Assist with firm-wide event planning
- Contract negotiations and expense processing
- Maintain department procedures and databases
- Calendar management
- Interacting with employees at all seniority levels
- Assist with implementation of projects/ initiatives that impact the assistant population, and/or the firm
- Researching vendors and providing comparative outline of products/services
- Answering phones, taking detailed messages and triaging requests within the team
- Setting up conference calls, both internally and externally; preparing meeting materials
- Supporting budget procedures
- New hire orientation and onboarding/off boarding procedures for all employees
- sense of urgency and the ability to prioritize, multi-task and be a team player.
- Update procedure manuals and reference guides
- Assist with firm wide special events
- Project work with development opportunities