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Location

The Woodlands, TX | United States

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Job description

Performs diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence. Usually relieves management of administrative details; gathers, compiles and reports information relevant to/for department; may manage a number of different and often conflicting objectives, projects or activities at one time. Communicates with executives and line management to gather or convey relevant information. May be involved in high-level client contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment. Advanced administrative and analytical skills. Thorough knowledge of a variety of software programs.

Qualifications:

Required:

• Minimum of 1+ years professional or relevant experience required
• Strong client service & technical skills (MS Word & Excel)
• Strong communication, time management and organizational skills are required

Desired:

• Undergraduate degree or equivalent experience preferred
• Prior knowledge of financial products, policies & procedures is highly preferred.
• 1+ year(s) of experience supporting a senior level manager within the financial services field or relevant experience
• Knowledge of wealth management tools preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

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Job tags

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Salary