Executive Assistant

• Deliver high-level administrative support to VPs and Strategic Relationship Managers to help drive profitable growth
• Coordinate logistics for meetings and events (in person and virtual) including scheduling, coordinating meals, inviting attendees, booking conference rooms
• Schedule CE through QuestTrack system and send final report
• Ensure activities adhere to corporate Gift and Entertainment guidelines and submit data to STAR Compliance when necessary
• Submit BIOs and presentations for MRU approval
• Process T&E vouchers via iExpense and submit invoices to Accounts Payable and track through completion
• Arrange travel via online booking tool CWT
• Complete broker/dealer firm specific reporting requirements
• Order office supplies and promotional items

Executive Assistant, Retirement Strategies

Executive Assistant

Executive Assistant – President, North America

Executive Assistant, Operations

Executive Assistant

Senior Executive Assistant