Qualifications
Responsibilities
Benefits
The Americas Institutional Group (AIG) seeks an Executive Assistant (EA) to support the relationship management efforts of the firm’s institutional clients. This role will directly support Business Development Managers including the Director of Endowments and Foundations team as well as Relationship Managers focused on servicing and growing our client base.
The Executive Assistant plays an integral part of our client-facing efforts within the Client Group, providing dedicated support to a number of managers and other 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 AIG team on a day-to-day basis but is also part of the Client Platform’s broader administrative team.
RESPONSIBILITIES
Specific responsibilities include:
Diligent and proactive calendar management in Outlook for senior professionals
Meeting coordination between investment professionals and the manager’s clients to facilitate portfolio reviews and new business discussions. Includes working in Outlook to send meeting requests,book conference rooms,add visitors to security,and ordering catering
Database maintenancein Salesforceincluding maintaining contact information and meeting activity for clients and prospects
Meeting preparation including gathering and distributingmaterials
Travel coordinationwith our travel agency including transportation andhotelbookings
Assistance with a variety of department and team projects
Expense reimbursementin Workday
Diligent coverage ofemail
QUALIFICATIONS
Undergraduate degree
Minimum of 3 - 5 years of relevant administrative experience
Strong interpersonal, verbal, and written communication skills
Strong service orientation; reliable, consistent, proactive
Abilityto workin a fast-paced and team-oriented environment, prioritizingeffectively
Attention to detail and proficiency with MicrosoftOutlook,Excel,andWord
Solid work ethic and positive attitude
Abilityto use good business judgment and maintainconfidentiality
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salaryis only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence,paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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