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Senior Administrative Assistant

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Job Description - Senior Administrative Assistant

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

Senior Administrative Assistant

Fiduciary Trust International is hiring a driven Senior Administrative Assistant (AA) to join our New York City office located at One Madison Avenue. The Senior AA will support multiple C-Suite Executives, including Managing Directors by handling a wide range of administrative and executive support-related tasks while being proactive, resourceful, and efficient, with a high level of professionalism and confidentiality.

How You Will Add Value

Core Responsibilities
  • You will support multiple C-Suite Executives, including our Chief Digital Officer, Chief Fiduciary Officer, Chief Accounting Officer, and Head of Business Strategy on a wide range of administrative tasks, including internal and external meeting coordination, travel and expense management, conference room scheduling, calendaring, client correspondence, small projects, and more.
  • You will provide superior service to all groups while maintaining the highest level of professionalism and accuracy. Attention to detail - proactive and early and often approach to tasks are a critical requirement for this role.
  • You will contribute to various projects, both technical and non-technical, across Fiduciary Trust.

What Will Help You Be Successful in This Role

Experience and Skills
  • College degree or equivalent experience
  • 4 + years of administrative work experience with at least 2 years supporting senior level or executive level leaders preferred
  • Ability to provide superior customer service to internal employees and other clients with the highest level of professionalism
  • Solid organizational skills and detail-oriented with the ability to multi-task and meet deadlines with minimal supervision
  • Ability to maintain confidentiality and exercise independent judgment
  • Ability to work well under pressure and adapt to unexpected circumstances
  • Experience working within the financial services industry a plus / Experience working within investment banking, private baking, or high net worth industries preferred

Technical Skills
  • Microsoft Office skills (Word, Excel, PowerPoint, Outlook)
  • Proficient in Outlook and serving as a delegate
  • Experience using SharePoint and Zoom desired. Experience using Workday, Concur, and Microsoft Teams considered a plus

Work Schedule & Location
  • Ability to be present in the NYC office a minimum of three days per week

Compensation : Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000 - $88,000, depending on level of relevant experience, plus discretionary bonus.

Learn More: Click below to learn more about Fiduciary Trust International -
  • Fiduciary Trust International
  • The Story of Fiduciary Trust International

#LI-US

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
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