Senior Administrative Assistant

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REMOTE OPPORTUNITY!

Our client, a well-established firm in West Palm Beach, is seeking a polished and highly organized Senior Administrative Assistant to support senior leadership and contribute to the day-to-day efficiency of the office. This individual will serve as a trusted business partner, managing complex administrative functions, coordinating communications, and ensuring seamless operations in a fast-paced, client-focused environment.

The ideal candidate will have previous experience within the financial services, wealth management, banking, investment, or related professional services industries and possess exceptional professionalism, discretion, and attention to detail.

Key Responsibilities

• Provide high-level administrative support to leadership teams
• Manage complex calendars, coordinate meetings, and schedule appointments across multiple stakeholders and time zones
• Prepare and edit correspondence, reports, presentations, and meeting materials
• Organize and coordinate client meetings and special events
• Serve as a primary point of contact for internal and external communications
• Handle sensitive and confidential information with the highest degree of discretion
• Coordinate travel arrangements, including flights, hotel accommodations, transportation, and detailed itineraries
• Maintain and organize electronic and physical filing systems
• Assist with expense reporting, invoice processing, and administrative documentation
• Support client onboarding and account administration processes as needed
• Collaborate with various departments to ensure smooth workflow and operational efficiency
• Assist with special projects and ad hoc administrative initiatives

Qualifications

• 5+ years of administrative support experience, preferably supporting senior leadership
• Previous experience within financial services
• Advanced proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
• Exceptional organizational and time management skills
• Strong verbal and written communication abilities
• Ability to manage multiple priorities while meeting deadlines
• Professional demeanor with excellent client service skills
• High level of discretion and confidentiality
• Experience coordinating executive calendars, meetings, and travel arrangements
• Bachelor’s degree preferred but not required

Preferred Experience

• Experience supporting Financial Advisors, Managing Directors, Partners, Wealth Advisors, or Executive Leadership Teams
• Familiarity with CRM systems
• Experience preparing client-facing presentations and reports
• Exposure to financial documents, investment reporting, or account administration processes

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