Responsibilities

• Manage complex calendars, coordinating in-person and virtual meetings across participants, teams, and time zones, while helping prioritize competing requests and escalating urgent items with sound judgment.
• Keep leaders on schedule throughout the day, respond quickly to real-time needs, and coordinate closely with executive assistants, senior stakeholders, clients, partners, and internal teams.
• Anticipate meeting preparation needs by gathering background materials, maintaining context documents, and ensuring leaders have the right information, logistics, and follow-ups for each engagement.
• Arrange and cross-check domestic and international travel through Concur, including flights, hotels, ground transportation, visas where required, and related logistics.
• Process and track expenses, reimbursements, approvals, and administrative records with a high degree of accuracy and confidentiality.
• Support team operations and culture moments, including internal meetings, huddles, visitor logistics, conference rooms, meal arrangements, materials, office supplies, and ad hoc projects.
• Partner with administrative colleagues across Global Marketing & Digital Wealth and the broader firm to ensure strong coverage, collaboration, and consistency across regions and leadership priorities.

Requirements

• 5+ years of corporate administrative experience in roles interfacing with executive management and internal or external stakeholders. 10+ years of experience preferred for senior executive support roles.
• Experience supporting one or more senior leaders in a fast-paced corporate or financial services environment.
• Experience managing complex calendars, meeting logistics, domestic and international travel, expense processing, and administrative systems.
• Ability to work independently while seeking guidance when appropriate, managing concurrent assignments accurately and meeting deadlines.
• Experience partnering with other administrative professionals to coordinate coverage, improve team operations, and support cross-region collaboration.
• College degree preferred.
• Willingness to work in-office as required by the role and team needs.

Benefits

• To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.