Executive Assistant

About the role

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. 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 Public Fund Strategies 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 maintenance in Salesforce including maintaining contact information and meeting activity for clients and prospects
• Meeting preparation including gathering and distributing materials
• Travel coordination with our travel agency including transportation and hotel bookings
• Assistance with a variety of department and team projects
• Expense reimbursement in Workday
• Diligent coverage of email

Requirements

• Undergraduate degree
• Minimum of 3 - 5 years of relevant administrative experience
• 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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