Senior Administrative Assistant - Travel & Exec Support

JW Michaels & Co.; Minneapolis (MN); On-site; USD 52,000 - 72,000; Full time

Job summary

JW Michaels & Co. seeks a Senior Administrative Assistant to support a busy team in a corporate setting. The role handles travel, expense reports, event logistics and database updates with discretion and professionalism.

The ideal candidate has 5+ years of admin experience in professional or financial services, strong organizational and communication skills, and proficiency with Salesforce, MS Office, and calendar management. This position offers excellent benefits and growth opportunities.

Qualifications

• 5-10 years of previous administration experience in professional/financial services.
• Experience supporting a team of officers.
• Initiative in assisting staff and process improvement.
• Excellent administrative and word processing skills.
• Strong written and verbal communication.

Responsibilities

• Travel management: coordinates all travel for the supported staff.
• Expense management: compiles and submits expense reports with receipts.
• Event management: organizes local dinners and small marketing events.
• Input client opportunities into the firm’s database and convert to engagements.
• Manage engagements in the client database including revenue accruals and invoices.
• Submit conflict checks and maintain calendars for multiple officers.
• Set up and maintain paper and electronic files and logs.
• Assist with ad-hoc projects and coordinate office visits to other HL offices.
• Back up other FVA Administrators as required and greet clients when requested.

Skills

Administrative support

Analytical skills

Multi-tasking

Interpersonal skills

Tools

Salesforce

MS Teams

Outlook

Excel

Word

Job description

JW Michaels & Co. seeks a Senior Administrative Assistant to support a busy team in a corporate setting. The role handles travel, expense reports, event logistics and database updates with discretion and professionalism.

The ideal candidate has 5+ years of admin experience in professional or financial services, strong organizational and communication skills, and proficiency with Salesforce, MS Office, and calendar management. This position offers excellent benefits and growth opportunities.