Do you enjoy working in a dynamic Wealth Management environment where attention to detail, discretion, and service excellence are key? We are looking for a highly motivated and independent Personal Assistant to support our firm's senior management, provide high-quality assistance to our business partners, and coordinate a variety of administrative activities that ensure the smooth running of the business and directly contribute to its success.

Responsibilities

• Maintain the meeting schedule (organize meetings, coordinate agendas, prepare documents/presentation material, write meeting minutes for internal meetings, and follow up on action items)
• Support onsite client meetings (prepare meeting room, welcome clients, serve beverages/coffee, arrange catering and logistics for lunch meetings)
• Manage mailboxes and maintain the business contact database
• Update standard presentation material and documents (MS Office suite)
• Or...