Our client, a highly regarded investment management firm, is seeking an experienced Team Executive Assistant / Team Coordinator to support a team of investment professionals. This is an excellent opportunity for a polished, proactive, and detail oriented professional who thrives in a fast paced environment and enjoys being a key resource to a collaborative team.
The role also offers exposure beyond traditional Executive Assistant responsibilities, including involvement in research coordination, team offsites, and ad hoc projects.
Key Responsibilities:
• Provide day to day administrative support to a team of investment professionals.
• Manage complex, high volume calendars, scheduling, and meeting logistics.
• Coordinate internal and external meetings and ensure all logistics are handled seamlessly.
• Arrange domestic and international travel and manage itinerary changes as needed.
• Process expense reports and maintain accurate team records.
• Organize and distribute research materials and other relevant team information.
• Assist with team offsites, special projects, and other ad hoc needs.
• Coordinate with internal teams and external contacts to ensure efficient communication and follow through.
• Serve as a proactive resource to the team, anticipating needs and helping priorities stay on track.
Qualifications:
• Bachelor’s degree required.
• 3+ years of Executive Assistant, Team Assistant, or related administrative experience.
• Financial services experience preferred.
• Experience managing high volume calendars and rapidly changing priorities.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint.
• Professional, collaborative, and solutions oriented approach.
• Ability to exercise discretion and work effectively in a fast paced environment.
Compensation:
$120,000 base salary, plus paid overtime and discretionary bonus.
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