Manage calendars and coordinate internal and external events and meetings for the team, including logistics, attendees, materials and communications Monitor email, answer phone calls, mail services, general copying, filing and scanning Schedule travel and process expense reports Assist with client and prospect meeting preparation Proactively participate in firm initiatives directed by local management Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness Facilitate and/or conduct ad hoc projects, training, and events for the team as necessary Administer other duties as delegated by the team High school diploma required Detail orientated with superior organizational skills Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Effective communication and interpersonal skills (both written and verbal) Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) 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. Expected base pay rates for the role will be between $33,280 - $85,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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