Sr. Administrative Assistant (Retirement Plan Services)

Role Summary

Typically provides direct assistance to one or more senior leaders and/or senior individual contributors. Responsible for exercising confidentiality, tact, and diplomacy when completing own work. May direct the work of less experienced support staff and assign tasks. Provides thoughtful and tactful support to managers when new processes and policies are implemented. Effectively works with others to ensure and provide seamless support and coverage when necessary.

Responsibilities

• Performs moderately complex and confidential administrative duties that require considerable skill and knowledge of organization policies and procedures. Screens calls and visitors and resolves routine and sometimes complex inquiries. Schedules and maintains calendar of appointments, meetings, and travel arrangements. Exercises moderate level of autonomy in troubleshooting issues as they arise and anticipates the needs of the person they support. Work is generally fast-paced and moderately complex.
• Conducts moderately complex administrative assignments related to meeting, seminar, workshop, and/or conference planning, including material production; prep material packet compilation; scheduling; logistical arrangements; and liaising with participants, speakers, and vendors. Assists with special projects across multiple teams, including workstream participation.
• May conduct research for senior leader(s) or senior individual contributor; compiles, analyzes, and summarizes information for reports and correspondence. Compiles, reviews, and analyzes more complex data and keeps databases and share sites up to date. Provides accurate data and information to others on functional unit processes and procedures as requested.
• Coordinates executive meetings, including logistics (reserving meeting site, catering, security notifications), collection and coordination of meeting materials, agenda creation, and recording meeting minutes for senior leaders and/or senior individual contributors and tracks/manages meeting attendance responses.
• May assist in the preparation correspondences, memoranda, and reports, copying and filing and processing documentation of expenses and vouchers. May prepare and distribute minutes of meetings.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 3+ years of total relevant work experience

Preferred:

• Experience with Microsoft Office, Expense, and Travel reservation systems
• Highly organized with the ability to support multiple individuals

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT),