Associate - PMO

Assisting the PMO team will be key to in achieving senior leadership's vision of building platforms that stand out from our competitors while making the day-to-day activities of field users efficient and supportive. - Assisting with reporting and presentation including creating and preparing templates, drafting slides, populating templates, consolidating from existing materials, reconciling between multiple documents - Providing meeting support including meeting set-up, meeting notes (for overlapping hours), and preparing draft/tentative agendas ahead of upcoming meetings - Providing general PMO support including maintaining key trackers, driving items to completion, and highlighting items that require attention - Performing data reconciliation, specifically for the budget process - Serving as a liaison and provide additional support for the offshore Platform functions - Release notes and summaries suitable for various levels of the organization Experience - Bachelor's degree in finance, economics, or related field, or an equivalent combination of training and experience required - Minimum 3-6 years of experience in Wealth Management operations or related roles in the financial services industry - Work independently and with a team, possessing strong sense of accountability and relationship-building - Ability to think laterally and convey big-picture understanding; identify risks, trends, and remediations, including when working with technology and business stakeholders - Superior active listening, research/investigative, communication (verbal and written) and presentation skills; being able to tailor such skills for different audiences - Strong attention to detail - Proficient with Microsoft Office Suite (Word, Excel and PowerPoint) Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.