Administrative Assistant II

The senior leadership team within the Investment Management Department is seeking an Administrative Assistant II to serve as a key partner in supporting department priorities and daily operations. These senior leaders seek to take on the complexity of investment management to enable our branch teams to efficiently support their clients in achieving financial fulfillment.

In this role, you will play an important part in enabling senior leadership by providing high‑impact administrative and organizational support to work that elevates the advisor and client experience. What will you do: Provide administrative support to ensure the smooth functioning of the department. Specific responsibilities may include: Organize and prioritize incoming information and requests.

Use judgment to determine how information/requests should be handled and what needs to be brought to the attention of the leader(s). Provide calendar management, including scheduling, prioritizing, and coordinating meetings. Handle travel arrangements, invoices, and prepare expense reports. Prepare the leader(s) for meetings by obtaining and organizing information for use in conferences, speeches, reports, and/or meetings.

Answer questions from a broad range of internal and external contacts. Set up procedures to ensure the smooth functioning of the division and key governance committees. Other duties as assigned.