Job Description

Administrative Professional – Central Operations

Location: Morristown, NJ
Duration: 12-Month Contract
Team: Executive Wealth – Central Operations

Overview

We are seeking a highly organized Administrative Professional to support the Central Operations team within Executive Wealth. This role will provide administrative and operational support to multiple advisor teams in a fast-paced financial services environment.

The ideal candidate is detail-oriented, comfortable handling confidential information, and able to manage multiple priorities while maintaining accuracy and professionalism.

Key Responsibilities

• Provide administrative support to multiple advisor teams within Executive Wealth.

• Prepare, review, and edit confidential correspondence and documentation.

• Manage document scanning, organization, and archiving across multiple internal systems.

• Assist with preparation of travel expense reports and billing allocation documentation.

• Support the handling of time-sensitive quarterly client tax payments.

• Maintain organized records and ensure accurate documentation management.

• Assist with miscellaneous administrative and operational projects as needed.

Required Skills & Qualifications

• Strong organizational and administrative skills with exceptional attention to detail.

• Proficiency with Microsoft Office (Word, Excel, Outlook).

• Ability to work effectively in a fast-paced environment and manage multiple priorities.

• Excellent communication and teamwork skills.

• Ability to handle confidential information with discretion.

Preferred Experience

• Previous administrative or operations support experience in a professional office environment.

• Experience supporting financial services, advisory, or wealth management teams is a plus.