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Senior Administrative Assistant to Investment Team

Job ID: EB-3695495489
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  • 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.


Administrative support for Investment Team:

  • Manage complex calendars, schedule appointments, coordinate travel arrangements and expense processing.
  • Travel arrangements & expense processing.
  • Assist in the coordination of meetings, conferences, and events.
  • Coordination of IT help-desk tickets.
  • Light research related to assets.
  • Proofread documents.
  • Create and update slide deck presentations.
  • Prepare information needed for internal and external meetings.
  • Maintain and update databases, contact lists, and other organizational records.
  • Ensure accurate and organized filing systems for both electronic and physical documents
  • Prepare and assist with presentation information needed for Team Meetings.

Receptionist Duties:

  • Greet and assist visitors in a professional and welcoming manner.
  • Answer and direct phone calls, taking messages when necessary.
  • Manage incoming and outgoing mail, packages, and deliveries.
  • Maintain a clean and organized reception area.
  • Partner with and provide back up support to Administrative Team members including the Office Manager collaborating with facilities and maintenance coordination.

Special Projects:

  • Assist Office Experience Manager and Executive Assistant to the CEO with special projects on behalf of the COO or CEO as they arise.
  • Contribute innovative ideas and solutions to enhance the enjoyment and efficiency of the office experience.
  • Perform other duties & responsibilities as required or assigned.



  • 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.