What you will do:

• Manage travel arrangements such as arranging flights, hotels, car rentals and car services to ensure smooth travel for team members
• Prepare and submit expense reports in a timely manner
• Arrange in-house client meetings, internal meetings and conference calls by making room reservations, creating agendas, overseeing equipment set-up, ordering catering and preparing meeting materials
• Input data into, retrieve content from and increase leverage of the team’s CRM system; maintain distribution lists and verify accuracy of data at regular intervals
• Assemble and arrange delivery of presentation materials for meetings with clients, prospects and investment consultants
• Proactively manage assigned calendars
• Log and ensure completion of requests for client audits and prospect requests for limited partnership documents
• Develop and maintain courteous and respectful relationships with both internal and external partners
• Partner with colleagues and assist with special projects as needed
• Coordinate and execute the on-boarding and off-boarding activities for department members
• Serve as a back-up for fellow Executive Assistants in other teams
• Ability to be connected after hours as needed

The qualities you should have:

• Undergraduate degree preferred
• A minimum of 5 years’ experience, preferably in the financial services industry
• Excellent time management, organizational/prioritization and interpersonal skills
• Self-starting, entrepreneurial and resourceful – someone who “makes it happen” with a can-do attitude
• Excellent PC skills – Word, Excel, PowerPoint
• Strong verbal and written communication, organizational and administrative skills required
• Resourceful, well organized, highly dependable, efficient and detail-oriented

Base Salary range: $95,000 to $110,000. In addition, this role is eligible for an annual incentive bonus. Compensation may vary based upon, but not limited to – the individual's skills, experience, qualifications, location, and internal equity. 

We value our people and offer a broad range of benefits. We provide generous paid time-off, medical/dental/vision healthcare plans, 401(k) retirement and profit-sharing plans, a flexible/hybrid work environment, “dress for the day” flexible work attire, and many more great benefits. For more information, please refer to our .