To Apply for this Job Click Here
Position: Senior Administrative Assistant / Executive Assistant
Our client is seeking a polished, experienced administrative professional to support the Investment Management Development team. This individual will manage complex calendars, coordinate internal and external engagements, track relationship activity, and handle a broad range of operational and project‑based responsibilities. The role requires exceptional discretion, strong judgment, and the ability to thrive in a fast‑moving environment. Collaboration with other administrative partners and cross‑functional teams is a key component of the position.
Key Responsibilities
-
Executive Support – Provide high‑level administrative support to a senior leader, with additional assistance to team members as needed across events, travel, team operations, and project work.
-
Calendar Management – Oversee multiple demanding calendars across time zones, ensuring seamless scheduling and prioritization.
-
Meeting & Event Coordination – Plan and prepare for internal and external meetings, team sessions, and related materials.
-
Communication Tracking – Summarize key messages and action items from calls or voicemails and ensure timely follow‑through, including CRM updates.
-
Deadline & Workflow Oversight – Maintain accountability for internal timelines, deliverables, and data accuracy across reports, notes, and operational processes.
-
Process & Systems Support – Assist in developing and implementing new operational systems and tools.
-
Cross‑Team Collaboration – Serve as a liaison between internal groups to support shared initiatives and information flow.
-
CRM Management – Maintain accurate records of contacts, introductions, and relationship activity.
-
Research & Prospecting – Build and maintain lists of potential contacts or prospects to support strategic travel and outreach.
-
Expense Processing – Prepare and submit expense reports accurately and on time.
Qualifications
-
3+ years of administrative experience supporting multiple leaders or stakeholders.
-
Ability to operate effectively in a fast‑paced, evolving environment.
-
Comfortable working within a shared‑support model.
-
Exceptional organization, attention to detail, and communication skills.
-
Strong time‑management abilities and comfort handling competing priorities.
-
Positive, proactive, and eager to take initiative.
-
Independent thinker with strong problem‑solving instincts.
-
High emotional intelligence and professionalism.
-
Advanced proficiency in Outlook.
-
Experience with CRM platforms (e.g., Salesforce) is beneficial.
1459826_1780066817