Job Description

Job Description:

Responsibilities:

Providing general office support, including but not limited to:

• Managing travel & expenses, including making travel arrangements and processing expenses for team members
• Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning
• Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones
• Coordinating and scheduling office events, including recruiting, internal events and external client events as needed.
• Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors
• Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service

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