Full-Time Senior Administrative Assistant – Wealth Management
Job Description
- Independently completes a wide range of administrative activities in support of a one or more managers who is/are responsible for leading a group or department generally up to level S.
- May additionally provide assistance to the balance of the team with onboarding and other administrative needs
- The incumbent supports the manager(s) and/or team in completing daily activities and managerial/administrative tasks.
- Tasks are frequently advanced and complex in nature.
- Has some latitude for time management and selection of work methods/approach for completion of own work.
- Interacts daily with the assigned manager(‘s’) direct reports and/or team.
- Interactions may occasionally be at the leadership level.
- Appropriately and effectively addresses complex issues escalated to the assigned manager(‘s’)/team member(‘s’) office.
- Displays ability to appropriately interact with leaders during occasional interactions inside the organization.
- Requires ability to effectively prioritize competing requests and switch focus as needed, often must negotiate prioritization of administrative activities with team members/manager(s).
- May participate in ad-hoc special projects or administrative initiatives.
- Other activities often reflect some elements of the professional discipline supported (e.g., HR, Risk, Finance).
- May provide advice/training to new or less experienced team members.
- Performs advanced, diversified and sometimes confidential administrative duties requiring broad and comprehensive experience, skill and knowledge of organizational policies and procedures.
- Screens calls and visitors, and resolves inquiries.
- Schedules meetings, prepares and distributes meeting agendas and minutes.
- Makes travel arrangements and maintains calendar of appointments for assigned manager(s) and/or team.
- Completes expense reports for direct manager
- Activities may also encompass disciplines such as event planning, bookkeeping, as well as standard areas like word processing, data entry etc.
- Exercises autonomy in troubleshooting a diverse range of sometimes complex issues as they arise.
- Typically conducts a range of administrative assignments related to the assigned manager(s) and/or team’s attendance or conduct seminars, workshops, and/or conferences, among others, including preparation of materials, scheduling and logistical arrangements. May undertake diversified or special projects requiring interaction with multiple teams.
- Must have excellent power point skills
- Could be expected to collaborate on projects related to administrative initiatives.
- Conducts research, compiles, analyses and summarizes information for reports and correspondence.
- Leverages own contacts and resources, and liaises with other managers on behalf of the assigned manager(s) and/or team to facilitate information gathering and confirmation of answers.
- Applies discretion to triage a wide range of requests, questions and problems directed toward the assigned manager(s) and/or team. Expected to addresses and/or identify the level of urgency and escalate as necessary.
- May be expected to prepare draft correspondences, memoranda and reports on behalf of and for review by the assigned manager(s) and/or team.
- May establish filing/organizational procedures. Is an intermediate to advanced user of standard business software (word processing, e-mail, spreadsheets, etc)
- May review and analyze complex data, assist with budgets and budget presentations for review and use by the assigned manager(s) and/or team.
- Completes all billing and expense activities, manages supply orders and resolves associated issues on behalf of the office, manager(s) and/or team.
- No direct reports.
- May provide advice/training to new or less experienced team members.
- Effective collaboration and communication, including information exchange with internal and external contacts, is required.
- Tact, diplomacy and confidentiality are essential skills based on the level of internal and external contacts.
- Responsible for facilitating the full range of administrative activities for one or more managers at job level S
- Responsible for the timeliness, quality and accurate completion of own work as well as effective collaboration with management and the leader’s manager’s direct reports on behalf of the assigned manager.
- Contributes towards achievement of team goals and maybe assigned a mix of short to long-term projects or initiatives.
- Priority is on daily/weekly work, but may be responsible for executing work/projects as requested.
- Has some latitude to adjust daily work routines as needed. Exercises autonomy in anticipating and troubleshooting a range of issues as they arise.
Requirements:
- 5-7 years of total work experience preferred.
- High school/secondary school or the equivalent combination of education and experience is required; bachelor’s degree preferred.
- Applicable vocational training (e.g., courses on relevant business software like the Microsoft Office Suite of products, basic business writing, or similar) preferred; excellent PowerPoint skills preferred.
- AA degree or relevant business certifications preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
How to Apply
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