Administrative Assistant - Wealth Management

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    "ExternalDescriptionStr": "<p>Wealth Management Cross Border Manager Administrative Assistant:</p>\n<p>Role Overview</p>\n<p>Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. This role is central to the operational success of a fast-paced international team, requiring a unique blend of executive support, project coordination, and cultural diplomacy. The ideal candidate will act as a \"force multiplier\" for the Executive, managing complex global logistics and acting as a professional liaison for internal and external stakeholders across the Americas.</p>\n<p>Primary Areas of Responsibility:</p>\n<p>Executive &amp; Business Management</p>\n<ul>\n <li>Calendar &amp; Correspondence: Proactively manage a complex, shifting calendar; prioritize meeting requests and screen high volumes of emails to ensure the Executive focuses on top-tier priorities.</li>\n <li>Global Logistics: Coordinate intricate domestic and international travel itineraries, including visa processing, multi-time zone logistics, and timely expense reporting.</li>\n <li>Communication Liaison: Provide professional phone coverage and serve as the primary point of contact for global teams, advisors, and ultra-high-net-worth clients.</li>\n <li>Confidentiality: Handle sensitive financial data and personnel information with absolute discretion and professional integrity.</li>\n <li>Project Coordination &amp; Operations</li>\n <li>Strategic Tracking: Assist with the execution of strategic projects, tracking deadlines, and ensuring milestones are met across the team.</li>\n <li>Onboarding Support: Facilitate the onboarding process for new teams, ensuring a seamless integration into the Jefferies ecosystem.</li>\n <li>Reporting: Prepare daily, weekly, and monthly business reports for the Executive, ensuring data accuracy and professional presentation.</li>\n <li>Cross-Functional Collaboration: Partner effectively with Supervision, Compliance, Legal, and Wealth Management specialists to streamline business workflows.</li>\n</ul>\n<p>Success Measures:</p>\n<ul>\n <li>Operational Excellence: Achievement of a \"zero-friction\" environment for the Executive regarding travel, scheduling, and documentation.</li>\n <li>Stakeholder Synergy: Successful establishment of rapport with global teams and internal departments (Legal/Compliance) within the first 90 days.</li>\n <li>Proactive Problem Solving: Ability to anticipate needs and resolve logistical or administrative hurdles before they escalate.</li>\n</ul>\n<p>Minimum Requirements:</p>\n<ul>\n <li>Experience: 2-5+ years of executive support experience, specifically within the Financial Services industry (Wealth Management, Private Banking, or Investment Banking preferred).</li>\n <li>Education: Bachelor’s degree from an accredited institution.</li>\n <li>Technical Skills: Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and a high level of comfort learning CRM and account management systems.</li>\n <li>Interpersonal Range: Exceptional communication skills with the ability to interface with diverse global teams and senior leadership.</li>\n</ul>\n<p>Preferred Qualifications</p>\n<ul>\n <li>Portuguese Fluency: Highly desirable to support the broader Latin American market, but not required. &nbsp;</li>\n <li>Language: Full professional fluency in Spanish (written and verbal) is heavily desired, but not required.&nbsp;</li>\n <li>Industry Credentials: Relevant industry certifications or familiarity with FINRA regulatory environments.</li>\n <li>Agility: Proven ability to thrive in a high-pressure, \"always-on\" global business environment&nbsp;&nbsp;</li>\n</ul>\n<p>Location and hours:</p>\n<ul>\n <li>Hourly with overtime available</li>\n <li>NYC (preffered) or Miami</li>\n <li>T-Th in office (work from home equipment supplied)</li>\n <li>Start time to be discussed with Alessandro Parise -- can be 7:00 to 8:30 with corresponding end time of 4:00-5:30.</li>\n</ul>\n<p>New York, NY Full Time Salary Range of $95,000-110,000.&nbsp;</p>\n<p>#LI-DNI</p>",
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