Send your resume to [email protected]
ATTRACTIVE FACTORS:
- Mission-driven, values aligned team
- Lucrative compensation and generous bonus structure
- Medical, dental and vision – 100% premium covered for employees and reduced pricing for dependents.
- 401K with 6% matching
- Company get togethers – holiday parties, lunches, happy hours, speakers, and career/personal growth opportunities, etc.
- Weekly catered lunches and office snacks
- Access to private fitness studio in building
- Growth minded culture – continuing education and mentorship offered.
RESPONSIBILITIES:
- Administrative support for Investment Team:
o Manage complex calendars, schedule appointments, coordinate travel arrangements and expense processing.
o Travel arrangements & expense processing.
o Assist in the coordination of meetings, conferences, and events.
o Coordination of IT help-desk tickets.
o Light research related to assets.
Proofread documents.
o Create and update slide deck presentations.
o Prepare information needed for internal and external meetings.
o Maintain and update databases, contact lists, and other organizational records.
o Ensure accurate and organized filing systems for both electronic and physical documents
o Prepare and assist with presentation information needed for Team Meetings.
- Receptionist Duties:
o Greet and assist visitors in a professional and welcoming manner.
o Answer and direct phone calls, taking messages when necessary.
o Manage incoming and outgoing mail, packages, and deliveries.
o Maintain a clean and organized reception area.
o Partner with and provide back up support to Administrative Team members including the Office Manager collaborating with facilities and maintenance coordination.
- Special Projects:
o Assist Office Experience Manager and Executive Assistant to the CEO with special projects on behalf of the COO or CEO as they arise.
o Contribute innovative ideas and solutions to enhance the enjoyment and efficiency of the office experience.
o Perform other duties & responsibilities as required or assigned.
REQUIREMENTS:
- Bachelor’s degree required.
- Minimum of 3 years working experience in executive administration.
- Background in hospitality or financial services preferred.
- Experience and comfortability interacting with C-level executives and investment principals.
- Outstanding organizational, critical thinking, and time management skills
- Strong attention to detail and the ability to address multiple priorities and deadlines.
- Excellent written and verbal communication skills
- Highly resourceful team-player with the ability to also be extremely effective independently.
- Ability to discern between information to determine underlying issues, urgency of requests and impact of information provided.
- Willingness to learn and ability to grasp new concepts quickly and extremely flexible and enthusiastic about change. Positive attitude and ability to maintain composure under stress.
- Tech-savvy and comfortable with software such as Microsoft Office products, Slack, Salesforce, and Asana
- Detail-oriented: Takes time to recheck work before submitting to ensures accurate facts and figures, and other high standards of execution.