C-Suite Senior Executive Assistant in New York, New York
Posted 10/05/23
THE TEAM YOU WILL BE JOINING:
THE BACKGROUND THAT FITS
Required Skills:
- Fortune 100 Financial Services Company
- 100-year history of dedication to customer satisfaction, success and growth
- Tremendous growth and new business strategy leading to the need for new talent
- Significant investments in cutting-edge technology
- Culture: Excellent work environment that fosters collaboration
- Growth: Ability to make an impact on the direction of the organization
- Opportunity: Gain hands-on experience working with cutting-edge technology
- Stability: Recent financial performance of the company has reported record profits
- The Client Service Assistant is a non-registered sales and service support representative supporting Retirement and Individual Services.
- Provides client facing sales and service support to Wealth Management Advisor assigned clients.
- Communicates clearly with advisory team and our clients to resolve service and sales requests
- Remediates client requests by collaborating with internal processing areas and external carriers
- Provides support for special projects as needed
- Provides client facing support for service and sales related activities
- Provides sales cycle management support including sales forms completion, and asset transfer coordination with alternate carriers
- Provides custom forms packages for Wealth Management clients.
- Coordinates resolution of sales and service NIGO (Not in Good Order) requests within the advisory teams
- Responds to client service needs via multiple methods of contact (in person, phone, email)
- Completes other duties as assigned
- The Senior Administrative Assistant provides support to meet the business needs of company Executives.
- Under moderate supervision, this job is meets the daily requirements of Executives and various other office needs, including operational tasks, organizational duties and office-wide coordination efforts.
THE BACKGROUND THAT FITS
Required Skills:
- Serves as primary administrative contact for Executives, working across all lines of business and with external agencies to answer questions and resolve administration-related issues.
- Provides support for daily Executive operations including meeting arrangements, travel and expenses.
- Coordinates overall office functioning through inventory checks, space scheduling, event planning, event execution and paperwork processing.
- Acts as a liaison between Executives and internal departments, ensuring effective communication and cohesion.
- Maintains Executive calendars, contact lists and provides ad-hoc support as needed.
Employee Type: Contract- Location: New York, New York
- Category: Corporate Support
- Date Posted: 10/05/23
