Job Summary & Responsibilities:
Provides dedicated administrative support to Top Private Wealth Advisors within the growing San Francisco Region of Private Wealth Management Philadelphia in a dynamic and fast-paced team environment Maintains complex and extremely detailed calendars, including senior-level internal/external meetings and conference calls; prioritizes meeting requests and coordinates related logistics (including conference rooms, conferencing, and catering as needed). Handles highly confidential and sensitive client information with the utmost discretion. Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner. Coordinates logistics for PWM client calls & meetings, including scheduling, materials preparation, and day-of support. Coordinates a high volume of domestic and international travel arrangements, including visa procurement; pro...