Team Administrator

Job description

POSITION SUMMARY: The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, including responsibilities such as phone coverage, calendar management and expense processing. A successful candidate for this role will be a highly organized individual with strong attention to detail and the ability to multi-task. DUTIES and RESPONSIBILITIES: Provide administrative coverage for a FA/PWA/team including: - Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed) - Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) - Maintaining travel itineraries, preparing expense reports, and managing the reimbursement process - Assisting with general in-office support functions such as copying, filing, and scanning documentation - Preparing and submitting expense reports for processing at the direction of the FA/PWA - Participating in firm initiatives (e.g., training or education programs), special projects and/or other dutie...