Mariner Holdings

  • Administrative Assistant

    Job Location(s) US-NY-New York
    Posted Date 3 weeks ago(10/26/2018 7:32 AM)
    Entity
    MWANYC - Mariner Wealth Advisors - NYC
    # of Openings
    1
    Category
    Administrative/Clerical
    Job Closing Date
    12/3/2018
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm.  Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.  Simply put, we exist to be advocates.  We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life. 

     

    We are hiring an Administrative Assistant to support two of our Senior Partners in our New York City, NY office.  This is a great opportunity to help support our rapidly growing firm.   

    Responsibilities

    • Prepare internal and external documents/ presentations
    • Schedule meetings, appointments and manage travel itineraries
    • Uphold a strict level of confidentiality
    • Develop and sustain a level of professionalism among staff and clientele
    • Prepare follow-up communication for internal and external meetings on behalf of the Directors
    • Present timely status updates on work-in-progress
    • Prepare for key meetings
    • Manage credit card coding and maintain appropriate documentation
    • Operate with complete confidentiality regarding all activities and meetings
    • Assist with personal errands as needed

    Qualifications

    • At least 2 years of administrative experience at a professional environment
    • Business experience, preferably in financial services industry
    • Highly-developed communication and interpersonal skills, both written and verbal
    • Results and action-oriented in a fast-paced, ever changing environment
    • Ability to work confidently within varying degrees of ambiguity
    • Strong judgment and confidence in decision making when appropriate
    • Attention to detail and accuracy in all work
    • Demonstrated ability to handle confidential information in an appropriate manner
    • Strong organizational skills with the ability to prioritize multiple and conflicting tasks
    • Project management
    • Must be willing to travel to other partner firms across the country
    • Proficient in Microsoft Office products including Word, Excel, PowerPoint and Outlook
    • Excellent verbal and written communication skills
    • Professional demeanor and ability to communicate effectively with all levels of internal and external contacts
    • Strong interpersonal skills and sound judgment

     

    We welcome your interest in being a part of the Mariner Wealth Advisors team.   We offer our associates an innovative and challenging place to work with camaraderie and teamwork.  We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition. 

     

    EOE/M/F/D/V

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