• Candidates must have experience with expense reports and travel arrangements. 

• Strong organizational skills, pro-active approach, forward-thinking, and solutions-oriented
• Experience in developing procedures and controls. New policy development and deployment (e.g., T&E, Gifts and Entertainment)
• Developing and maintaining project plans while working to ensure all deliverables are completed timely and with accuracy
• Provide direct support to the Head of Platform Services on various projects, demonstrating diligent oversight on all deliverables
• Excellent communication skills required – both written and verbal
• Strong Administrative Support experience supporting senior stakeholders and general internal staff on all administrative requests
• Domestic and International Travel
• Process of heavy expense claims
• Coordinate Webex (Video and/or audio) meetings and perform operator assist functionality
• Plan and coordinate all logistics for internal/external events such as client roadshows, teambuilding events, staff events on-site and off-site, internal workshop learning programs, external client meetings, and all other ad-hoc event requirements.
• Managing logistics for visitors
• Management of incoming and outgoing phone calls
• Maintain current e-mail distribution lists in Outlook
• Modification and distribution of departmental reports.
• Meeting minutes for high-level financial meetings.
• Heavy invoice processing and external client onboarding coordination.
• Completion of any projects or tasks, as requested by management, demonstrating a strategic, flexible, forward-thinking approach.
• Prepare reports using Excel.
• Strong knowledge of PowerPoint presentation development and editing for client meetings.

• ivalua – Supplies and IT Procurement.
• My IT / SailPoint – Request management tool for IT application security activities.
• Concur – Travel scheduling and expense reporting.
• Tom Net and Clock Net – Staff attendance and work hours tracking.
• UPS – mail labeling and postage.
• Outlook
• Office Suite with a strong focus on MS Excel and report management.
• Tableau

• Education and Experience: Bachelor’s degree or higher, with a strong understanding of Front Office principles and processes for providing customer and administrative services. 3-5 years of proven experience as an Administrative Assistant, strong ability to support various levels in the organization, within a financial institution
• Demonstrate an in-depth understanding of office and administrative management procedures and departmental and legal policies
• Solid Project Management skills required with a keen ability to develop project plans and manage timelines to meet platforms deliverables
• Technical Skills: Competent in Word and PowerPoint. Extremely competent in Outlook and Excel
• Administrative Skills: Calendar management, meeting management, time management, strategic planning of tasks, travel management, heavy expense processing, phone management, client handling, event planning,  heavy invoice processing, external client onboarding, detailed meeting minutes, and assist Head of Platform Services Team on several projects and tasks
• Exceptional communication and interpersonal skills: A good candidate will be an active listener and clear communicator, both verbally and in writing. They must communicate proactively, anticipating the needs of their managers and escalating issues as necessary – utilizing tact and confidentiality. Be an excellent team player
• Excellent organizational skills: Must have the ability to multitask and prioritize work based on potential impact. An excellent candidate is detail-oriented, flexible, and enjoys the administrative challenges of supporting executive-level employees
• Exhibit initiative and resourcefulness to get tasks done quickly and efficiently with a high degree of professionalism

The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, paid time off, paid sick and safe time, hours of paid vacation time, weeks of paid parental leave, and paid holidays annually – as applicable.