Administrative Assistant, Distribution Leads

The Administrative Assistant will support the Distribution leaders on Client Solutions and Wealth Management. This role requires strong organizational skills, attention to detail, professionalism, and the ability to manage multiple administrative responsibilities in a fast-paced environment. The successful candidate will provide high-quality administrative support, help facilitate day-to-day operations, and contribute to the overall effectiveness of the team.

• Associate's or Bachelor's degree in Business Administration, related field, or equivalent experience.
• 2–4 years of administrative, office coordination, or support experience.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Basic knowledge of virtual meeting and audio-visual technologies.
• Ability to maintain confidentiality and handle sensitive information appropriately.
• Strong customer service orientation and interpersonal skills.
• Ability to work independently and collaboratively in a team environment.
• Flexibility and adaptability in a dynamic work environment.

• Provide administrative support the Distribution leaders, ensuring timely and professional service.
• Assist with calendar management, meeting scheduling, and meeting logistics.
• Coordinate travel arrangements, including flights, hotels, ground transportation, and related itineraries.
• Prepare and submit expense reports in a timely manner.
• Support the preparation of correspondence, reports, presentations, and other business materials.
• Coordinate conference room bookings, catering requests, and virtual meeting setup as needed.
• Respond to routine requests and inquiries from internal and external stakeholders.
• Maintain organized electronic and physical filing systems.
• Assist with purchase order requests and support vendor payment processes in partnership with sourcing and finance teams.
• Support department projects, events, and team initiatives as assigned.
• Prioritize daily responsibilities to meet deadlines and ensure accuracy of work.
• Escalate issues requiring management attention and provide status updates as appropriate.
• Perform other administrative duties and special projects as assigned.