Wealth Management Admin Assistant — Executive Support

Atterro; New York (NY); On-site; USD 29,000 - 40,000; Full time

Benefits offered by this job

Weekly pay

Medical, dental, and vision benefits

Life and disability insurance

401(k) plan

Job summary

Total Talent Solutions in New York, NY is hiring an Administrative Assistant to support Wealth Management teams. You will handle mail, travel, calendar management, and events, while maintaining a professional office environment.

The role requires strong communication, multitasking, and confidentiality with a client-focused approach. Bachelor’s degree preferred; 2+ years in admin roles and proficiency in MS Office are expected.

Qualifications

• Bachelor’s degree preferred but not required.
• Recent graduates with a strong interest in financial services, wealth management, or corporate administration are encouraged to apply.
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, required.

Responsibilities

• Provide administrative support to Wealth Management teams with a strong focus on operational excellence and exceptional client service.
• Process incoming and outgoing mail, including checks, stock certificates, tax forms, and scanned documents.
• Coordinate travel arrangements and expense reporting for multiple team members.
• Manage calendars, schedules, and phone coverage as needed.
• Plan and support recruiting events, internal meetings, and external client events.
• Schedule conference rooms, order catering, print materials, coordinate interviews, liaise with building services, and greet visitors.
• Support daily office operations while ensuring a professional, organized, and efficient workplace.

Skills

Administrative experience

Communication skills

Multitasking

Confidentiality

Executive support

Client-facing experience

Education

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Total Talent Solutions in New York, NY is hiring an Administrative Assistant to support Wealth Management teams. You will handle mail, travel, calendar management, and events, while maintaining a professional office environment.

The role requires strong communication, multitasking, and confidentiality with a client-focused approach. Bachelor’s degree preferred; 2+ years in admin roles and proficiency in MS Office are expected.