Job Description

Project Coordinator- Wealth Management Operations - Chief Administration Office & Data Analytics

Top skills
1. Minimum 5 years' experience; 3+ years of experience supporting C-level executives, preferably in a corporate or financial services environment
2. BACHELOR'S REQUIRED in Business Administration, Communications, or related field
3. Data fluency
4. Organizational and Logistical support
5. Operational excellence (strategic & resourceful)

We are seeking a highly organized, proactive, and resourceful associate to support the Chief Administration Officer (CAO) in day-to-day operations, strategic initiatives, and executive-level coordination. This role requires exceptional communication skills, discretion, and the ability to manage multiple priorities in a dynamic environment.

Qualifications:
• Bachelor’s degree in Business Administration, Communications, or related field.
• Minimum 5 years' experience; 3+ years of experience supporting C-level executives, preferably in a corporate or financial services environment.
• Strong organizational and time-management skills with attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Excel, Word).
• Experience with data visualization tools (e.g., Power BI, Tableau, Stensul or similar publication tools). Familiarity with SQL or other data querying languages is a plus.
• Ability to work independently, handle ambiguity, and maintain professionalism under pressure.

Preferred Attributes:
• High emotional intelligence and interpersonal skills.
• Discreet, trustworthy, and dependable.
• Proactive mindset with a strong sense of ownership.
• Comfortable in a fast-paced, high-stakes environment.

Additional Information

All your information will be kept confidential according to EEO guidelines.