Position Details
About this role
This role supports the Fiduciary Consulting Group (FCG) by providing senior-level administrative and clerical support for sales and client service activities. The position is expected to maintain day-to-day operations, while also producing high-quality written materials such as correspondence and presentations.
Key Responsibilities
- Provide administrative support for Sales Consultants and internal staff
- Handle day-to-day operations for institutional client sales and service
- Compose, draft and edit correspondence
- Draft and edit presentations
- Act as a culture carrier aligned with firm core values
Technical Overview
No specific technical systems or tooling are stated in the provided content. The job focuses on administrative execution and documentation/presentation production for institutional client consulting workflows.
Ideal Candidate
The ideal candidate is a self-driven senior administrative professional with prior executive support experience supporting Sales Consultants and client service operations for institutional clients. They have exceptional writing and organizational skills, with experience composing, drafting, and editing correspondence and presentations in a fast-paced financial services environment.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must have prior executive support experience, Must demonstrate exceptional writing & organizational skills, Must be able to compose, draft and edit correspondence and presentations
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