Administrative Assistant - Wealth Management

Job description

Wealth Management Cross Border Manager Administrative Assistant: Role Overview Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. This role is central to the operational success of a fast-paced international team, requiring a unique blend of executive support, project coordination, and cultural diplomacy. The ideal candidate will act as a "force multiplier" for the Executive, managing complex global logistics and acting as a professional liaison for internal and external stakeholders across the Americas. Primary Areas of Responsibility: Executive & Business Management - Calendar & Correspondence: Proactively manage a complex, shifting calendar; prioritize meeting requests and screen high volumes of emails to ensure the Executive focuses on top-tier priorities. - Global Logistics: Coordinate intricate domestic and international travel itineraries, including visa processing, multi-time zone logistics, and timely expense reporting. - Communication Liaison: Provide professional phone coverage and serve as the primary point of contact for global teams, advisors, and ultra-high-net-worth client...