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This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.
Responsibilities:
Communicates with office management team to gather and convey relevant information
Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment
Performs standard transaction processing and reconciliation according to the established guidelines and procedures
Proactively monitors supervisory inquiries through numerous channels to support operational efficiency and quality client service
Works with managers to assist with basic research, follow-ups, and resolution of daily supervisory escalations
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate
Provides general operational support including handling inbound calls.
Takes responsibility to ensure all required documentation is obtained, sorted and filed correctly.
Proactively manages the calendar of multiple executives, effectively resolving conflicts that arise in a professional manner
Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments
Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems
Qualifications Required:
Minimum of 1+ years' experience in Business Support function role or similar
Strong client service & technical skills (MS Word & Excel)
Strong communication, time management and organizational skills are required
Detail oriented
Investment Industry Experience is a plus
Skills:
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