Project Coordinator- Wealth Management Operations - Chief Administration Office & Data AnalyticsTop skills
1. Minimum 5 years' experience; 3+ years of experience supporting C-level executives, preferably in a corporate or financial services environment
2. BACHELOR'S REQUIRED in Business Administration, Communications, or related field
3. Data fluency
4. Organizational and Logistical support
5. Operational excellence (strategic & resourceful)
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.