Role Overview

The Administrative Assistant supports the day-to-day operations of the firm by providing organizational, scheduling, and administrative support across teams. This role is essential to keeping the firm running smoothly and requires strong attention to detail, discretion, and the ability to manage multiple priorities in a fast-paced professional environment.

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Responsibilities

• Manage calendars, scheduling, and meeting coordination for team members

• Provide administrative support including document preparation, filing, and record keeping

• Assist with internal coordination across teams and external stakeholders

• Support travel planning, expense reporting, and general office logistics

• Maintain internal systems, templates, and administrative processes

• Serve as a reliable point of contact for internal and external communications

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Qualifications

• Prior experience in an administrative or office support role preferred

• Strong organizational and time-management skills

• High attention to detail and ability to manage competing priorities

• Professional written and verbal communication skills

• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)

• Ability to handle confidential information with discretion

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What We Offer

• A collaborative, professional team environment

• Exposure to a fast-paced advisory business

• Opportunity to grow responsibilities over time

• Competitive compensation 

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Equal Opportunity Employer

This firm is committed to building a diverse and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, veteran status, genetic information, or any other protected status