Description

You will manage PMO support and reporting functions within a wealth management environment.

Responsibilities

• Manage all levels of reporting and presentations, including template creation, slide drafting, and data consolidation.
• Provide meeting support through agenda preparation, setup, and note-taking.
• Drive PMO tasks to completion by maintaining key trackers and highlighting critical items.
• Perform data reconciliation specifically for the budget process.
• Act as a liaison for offshore Platform functions and produce release notes for various organizational levels.

Required Skills

• 3-5 years of experience in Wealth Management operations or related financial services roles.
• Proficient with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Experience partnering with stakeholders across different business and technology areas.
• Ability to identify risks, trends, and remediations through lateral thinking.
• Strong research, investigative, and active listening skills.
• Proven ability to tailor verbal and written communication for different audiences.
• High attention to detail and accountability when working independently or in teams.
• Bachelor's degree in finance, economics, or a related field, or equivalent experience.

Key Skills

Education

Bachelor's degree