Senior Administrative Assistant - Equity Research, Sales & Trading

Truist Wealth; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Truist Financial Corporation's administrative team in New York seeks an experienced administrator to provide general clerical support and handle routine office duties with minimal guidance.

The role includes preparing correspondence, managing travel and budgets, screening calls, and maintaining files while handling confidential information with discretion. Strong communication and independent work are essential for success at Truist.

Qualifications

• High school diploma or equivalent with related training.
• Seven years of progressively more complex clerical experience.
• Excellent verbal and written communication, organization, and math skills.
• Ability to work independently and exercise sound judgment.
• Experience handling confidential information and office equipment.

Responsibilities

• Prepare (key) correspondence, reports and forms.
• Compose correspondence as directed; may answer on own initiative within guidelines.
• Execute routine projects within general guidelines and instruction.
• Provide workflow and problem-solving guidance to other administrative levels.
• Establish and maintain files and records.
• Screen calls/voicemails and route to appropriate people.
• Arrange travel, expense reports, budgets, meetings and appointments.
• Handle confidential information discreetly.
• Make recommendations to management based on findings.
• Interact with internal/external customers to answer questions and resolve problems.

Skills

Verbal and written communication

Organizational skills

Interpersonal skills

Mathematical skills

Independent work

Problem-solving abilities

Education

High school diploma

Associate’s degree

Tools

Microsoft Office

PowerPoint

Microsoft Access

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Please review the following job description: Provide administrative support to individuals or department. Perform general clerical and general office duties with minimal guidance. Follow established procedures, methods and practices.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepare (key) correspondence, reports and forms.
• Compose correspondence as directed. Within guidelines, may answer correspondence on own initiative.
• Execute routine projects within general guidelines and instruction.
• May provide workflow and problem-solving guidance to other administrative assistant levels.
• Establish and maintain files and records.
• Screen calls/voicemails and handle or route to appropriate people.
• Arrange and handle details related to travel arrangements, expense reports, departmental budgets, meetings and appointments.
• Deal discreetly with confidential information.
• Can make recommendations to management based on findings.
• Interact with internal and/or external customers to answer questions, research, and resolve problems that require in-depth knowledge of the function and process transactions within scope of authority.

Qualifications Required

• High school diploma, or equivalent education and related training
• Seven years of progressively more complex clerical experience
• Excellent verbal and written communication skills (including strong knowledge of spelling and grammar), organizational skills, interpersonal skills, and math skills
• Exhibited ability to work independently
• Ability to deal with complex situations which require sound judgment
• Ability to operate office equipment (e.g. copier, fax)
• Ability to endure light physical labor
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications

• Associate’s degree
• Working knowledge of Microsoft Access and PowerPoint
• Completion of certifications that are specific to industry

The annual base salary for this position in New York is $70,000-$110,000

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.