Job Description

Job Title: Administrative Assistant

Location: Morristown, NJ

Duration: 12 months

Pay Rate: $22/hr

Job/Role Description:

• This role provides administrative support to multiple advisor teams within a fast-paced executive wealth management environment.
• Support daily administrative operations while ensuring accuracy, confidentiality, and timely completion of tasks.
• Prepare, review, and edit confidential correspondence and documentation.
• Perform document scanning, management, and archiving across multiple systems.
• Prepare travel expense reports and billing allocation reports.
• Prepare and process time-sensitive quarterly client tax payments.
• Maintain accurate records and ensure proper organization of confidential client information.
• Assist with miscellaneous administrative projects and assignments as needed.
• Collaborate with multiple advisor teams to ensure efficient workflow and timely completion of administrative responsibilities.

Required Qualifications

• Previous administrative support or office experience preferred.
• Strong technology skills, including proficiency with Microsoft Word, Excel, and Outlook.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• Ability to work effectively in a fast-paced environment and think clearly under pressure.
• Ability to manage multiple tasks, prioritize responsibilities, and meet deadlines.
• Experience handling confidential information with professionalism and discretion.
• Strong interpersonal skills and a team-oriented mindset.
• Ability to work collaboratively with multiple teams and stakeholders.
• Highly dependable, detail-oriented, and self-motivated.
• Strong problem-solving skills and ability to adapt to changing priorities.