Create preliminary meeting schedules and itineraries, including pulling investor profiles
Data Entry – add events to proprietary events tool (incl mgmt, client target list, late requests, etc.)
Confirm meeting details/attendees post event to ensure data integrity
Secure meeting locations including virtual locations (i.e. Zoom, WebEx)
Arrange transportation details, including hotel and flight suggestions
Coordinate food, if applicable
Confirm names with security for internally hosted meetings
Provide onsite event support, including launching virtual meetings
Other administrative duties as requested by client coverage team and product management team
Professionalism and comfort interfacing with clients on the phone and via email, in addition to communicating and interacting internally with all levels of business partners
Experience/Skills Required
2 Years MinExperience
Strong attention to detail and organizational skills, ability to work effectively under pressure and time constraints
Proficient in MS Office (Work, Excel and PowerPoint) and a willingness to learn new systems and technologies
Excellent verbal and written communication skills
Professional work ethic
Capability of working independently with little supervision, but also contribute to a team-based atmosphere
Demonstrated ability to multi-task
Self-starter personality with proven ability to research and resolve issues
Experience with Concur System preferred
Previous experience working in administrative capacity required