Administrative Assistant - Wealth Management

Wealth Management Cross Border Manager Administrative Assistant:

Role Overview

Jefferies Wealth Management is seeking a highly organized, proactive, and bilingual Administrative Assistant to support the Cross-Border Manager. This role is central to the operational success of a fast-paced international team, requiring a unique blend of executive support, project coordination, and cultural diplomacy. The ideal candidate will act as a "force multiplier" for the Executive, managing complex global logistics and acting as a professional liaison for internal and external stakeholders across the Americas.

Primary Areas of Responsibility:

Executive & Business Management

• Calendar & Correspondence: Proactively manage a complex, shifting calendar; prioritize meeting requests and screen high volumes of emails to ensure the Executive focuses on top-tier priorities.
• Global Logistics: Coordinate intricate domestic and international travel itineraries, including visa processing, multi-time zone logistics, and timely expense reporting.
• Communication Liaison: Provide professional phone coverage and serve as the primary point of contact for global teams, advisors, and ultra-high-net-worth clients.
• Confidentiality: Handle sensitive financial data and personnel information with absolute discretion and professional integrity.
• Project Coordination & Operations
• Strategic Tracking: Assist with the execution of strategic projects, tracking deadlines, and ensuring milestones are met across the team.
• Onboarding Support: Facilitate the onboarding process for new teams, ensuring a seamless integration into the Jefferies ecosystem.
• Reporting: Prepare daily, weekly, and monthly business reports for the Executive, ensuring data accuracy and professional presentation.
• Cross-Functional Collaboration: Partner effectively with Supervision, Compliance, Legal, and Wealth Management specialists to streamline business workflows.

Success Measures:

• Operational Excellence: Achievement of a "zero-friction" environment for the Executive regarding travel, scheduling, and documentation.
• Stakeholder Synergy: Successful establishment of rapport with global teams and internal departments (Legal/Compliance) within the first 90 days.
• Proactive Problem Solving: Ability to anticipate needs and resolve logistical or administrative hurdles before they escalate.

Minimum Requirements:

• Experience: 2-5+ years of executive support experience, specifically within the Financial Services industry (Wealth Management, Private Banking, or Investment Banking preferred).
• Education: Bachelor’s degree from an accredited institution.
• Technical Skills: Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) and a high level of comfort learning CRM and account management systems.
• Interpersonal Range: Exceptional communication skills with the ability to interface with diverse global teams and senior leadership.

Preferred Qualifications

• Portuguese Fluency: Highly desirable to support the broader Latin American market, but not required.  
• Language: Full professional fluency in Spanish (written and verbal) is heavily desired, but not required. 
• Industry Credentials: Relevant industry certifications or familiarity with FINRA regulatory environments.
• Agility: Proven ability to thrive in a high-pressure, "always-on" global business environment  

Location and hours:

• Hourly with overtime available
• NYC (preffered) or Miami
• T-Th in office (work from home equipment supplied)
• Start time to be discussed with Alessandro Parise -- can be 7:00 to 8:30 with corresponding end time of 4:00-5:30.

New York, NY Full Time Salary Range of $95,000-110,000. 

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