Executive assistant - management company
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About The Role The Wealth team seeks an Executive Assistant (EA) to support the relationship management efforts of the firm's US wealth business. The Executive Assistant plays an integral part of our client-facing efforts within the Client Group, providing dedicated support to a number of client facing professionals. The EA also works closely with other assistants in the group and on their team to meet the needs of the business. This position works with the US Wealth team on a day-to-day basis but is also part of the Client Platform's broader administrative team. Responsibilities: Specific responsibilities include:- High volume of meeting coordination including Outlook meeting requests, conference room booking, security clearance, catering
- Event and onsite management
- Proactive calendar management
- Database maintenance in Salesforce
- Expense reimbursement
- Travel coordination
- Assistance with preparation and distribution of monthly and quarterly client reporting materials
- Presentation preparation and distributing materials
- Diligent coverage of email
- Assistance with a variety of department and team projects
- Undergraduate degree
- Prior experience in administrative support
- Strong interpersonal, verbal, and written communication skills
- Strong service orientation; reliable, consistent, proactive
- Ability to work in a fast-paced and team-oriented environment, prioritizing effectively
- Attention to detail and proficiency with Microsoft Outlook, Excel, and Word
- Solid work ethic and positive attitude
- Ability to use good business judgment and maintain confidentiality
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