Administrative Associate

We are looking for a highly organized and proactive Administrative Assistant to provide support to the Head of Digital & Analytics in our Personal Investor division. This position plays an important role in ensuring efficient daily operations, allowing the Head of Digital & Analytics to concentrate on strategic priorities and leadership tasks within a complex matrix structure.

Duties and Responsibilities

• Answers telephones, takes and relays messages, and coordinates continuous telephone coverage with other administrative assistants.
• Schedules meetings, coordinates location, notifies parties, and tracks attendance. Makes travel arrangements and orders refreshments if necessary.
• Follows established procedures and guidelines, with opportunity to exercise independent judgement. Provides guidance to lesser experienced administrative staff.
• Types and/or prepares memos, correspondence, reports, meeting minutes, presentations, and other materials.
• Maintains calendar for department and leader.
• Orders and inventories department office supplies as needed. Monitors expenditures.
• Participates in special projects and performs other duties as assigned.

• Minimum of three years administrative or related experience, preferably in a medium to large size department in a corporate setting.
• High school diploma or an equivalent combination of training and experience; Associate's degree or related degree preferred.
• Experience working with C-level executives is preferred but not required.
• Skills:

• Ability to follow established procedures and guidelines, with the opportunity to exercise independent judgment.
• Proficiency with Microsoft Office products.
• Strong organizational and interpersonal skills.
• Ability to take direction, be adaptable, and balance multiple priorities.
• A positive and collaborative demeanor.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint), and familiarity with office productivity tools such as SharePoint, Teams, or Google Workspace is a plus.
• Strong time management, attention to detail, organizational skills, and verbal/written communication are essential.
• Ability to multitask and handle confidential information with discretion.