- Administrative Support, Coordination and Communication:
- Work closely with Investment Directors and the Investment Team to keep them informed of commitments, responsibilities, and conflicts, following up proactively.
- Provide extensive calendar management, scheduling internal and external meetings with heavy coordination and attention to detail.
- Serve as a virtual support resource for MS Teams, Webex, and Zoom.
- Travel and Meeting Management
- Make complex international travel arrangements using a travel agency and Neo.
- Provide extensive trip planning and coordination with internal staff, clients, and external parties.
- Schedule conference rooms and provide meeting support in virtually and in person.
- Additional Responsibilities
- Provide administrative coverage for Investment Directors and management staff during absences
- Work with the Administrative Manager to mentor and train team members as needed
- Perform special projects and assume responsibilities as assigned by the Administrative Manager or Practice Leadership Teams.
- Proven experience in an administrative or secretarial role.
- Advanced proficiency in MS Word, Excel, PowerPoint, and Outlook; Adobe Acrobat experience preferred.
- Strong problem-solving and decision-making skills.
- Excellent organizational skills with the ability to manage competing tasks and prioritize effectively.
- Detail-oriented with strong writing and proofreading abilities.
- Ability to work independently and collaboratively, fostering productive relationships.
- Strong verbal communication skills and the ability to mentor others.
- High degree of confidentiality and service-oriented interaction.
- Eagerness to learn and adapt in a dynamic environment.