Serve as a trusted partner to senior leadership, proactively identifying needs, risks, and priorities
Anticipate upcoming deliverables and prompt action (e.g., leadership meetings, skip-level interviews, planning cycles)
Operate with sound judgment and discretion in a highly visible executive environment
Own planning and execution for leadership meetings, offsites, and on-site meetings
Develop agendas, coordinate inputs across teams, track follow‑ups, and ensure readiness
Help sequence work, manage timelines, and keep initiatives moving forward
Manage complex, executive‑level calendars and coordinate across other admins
Independently resolve scheduling conflicts and logistics
Prepare leaders for meetings with accurate, timely materials
Create and refine executive‑level PowerPoint presentations
Partner with the leader on messaging, flow, and content for leadership audiences
Ensure materials are polished, accurate, and ready for senior consumption
Manage expenses and administrative workflows (e.g., Concur)
Leverage Microsoft Office at an advanced level
Adopt new tools and AI‑enabled workflows as they are introduced across the enterprise.

Senior executive administrative experience in a large corporate setting.
Strong project management ownership (agendas, timelines, coordination, follow‑through)
Strategic mindset – able to think ahead, challenge priorities, and operate as a thought partner
Advanced PowerPoint skills with experience creating executive and leadership presentations
Expert calendar management in a complex, fast‑moving environment
Proven ability to work independently, exercise judgment, and manage ambiguity
High level of professionalism, organization, resilience, and executive presence.

Administrative Associate – Wealth Management, Personal Wealth Division

Key skills