Top skills 1. Minimum 5 years' experience; 3+ years of experience supporting C-level executives, preferably in a corporate or financial services environment 1. BACHELOR'S REQUIRED in Business Administration, Communications, or related field 1. Data fluency 1. Organizational and Logistical support 1. Operational excellence (strategic & resourceful) Wealth Management Operations - Chief Administration Office & Data Analytics Position summary: We are seeking a highly organized, proactive, and resourceful associate to support the Chief Administration Officer (CAO) in day-to-day operations, strategic initiatives, and executive-level coordination. This role requires exceptional communication skills, discretion, and the ability to manage multiple priorities in a dynamic environment. Qualifications: • Bachelor’s degree in Business Administration, Communications, or related field. • Minimum 5 years' experience; 3+ years of experience supporting C-level executives, preferably in a corporate or financial services environment. • Strong organizational and time-management skills with attention to detail. • Excellent written and verbal communication skills. • Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Excel, Word). • Experience with data visualization tools (e.g., Power BI, Tableau, Stensul or similar publication tools). Familiarity with SQL or other data querying languages is a plus. • Ability to work independently, handle ambiguity, and maintain professionalism under pressure. Preferred Attributes: • High emotional intelligence and interpersonal skills. • Discreet, trustworthy, and dependable. • Proactive mindset with a strong sense of ownership. • Comfortable in a fast-paced, high-stakes environment. Key Responsibilities: Executive Support & Coordination: • Prepare briefing materials, agendas, and follow-up meeting notes. • Act as a gatekeeper and liaison between the COO and internal/external stakeholders. • Track and follow up on key action items and deliverables across departments. • Assist in the preparation of presentations, reports, and dashboards for executive leadership. • Support the CAO in driving strategic initiatives and special projects. Operational & Analytical Support: • Analyze operational data to identify trends, risks, and opportunities. • Build and maintain dashboards and reports to track KPIs and business performance. • Support the COO in preparing data-driven presentations and strategic materials. • Assist in the development and monitoring of project plans and timelines. Communication & Documentation: • Draft and edit correspondence, communications, and executive summaries. • Maintain confidentiality and handle sensitive information with discretion. • Coordinate with other executive assistants and departments to ensure alignment. Project Management: • Monitor timelines, milestones, and progress of cross-functional projects. • Conduct research and provide insights to support decision-making. • Help streamline processes and improve operational efficiency.