Jobs · Administrative · Massachusetts

Executive Assistant

Wellington Management · Boston, MA · 2 wk ago
AdministrativeFull-time

About the role

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

  • 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
  • Aid in a variety of department and team projects
  • Diligent coverage of email

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
  • 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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