Job Responsibilities
- Manage complex calendars for senior leaders and proactively sequence priorities
- Serve as a thoughtful gatekeeper for meetings and time, ensuring the right focus
- Schedule meetings, interviews, and visitor logistics across offices and time zones
- Book travel and prepare detailed itineraries and agendas in line with policy
- Process invoices and expenses accurately and on time, including research related invoices
- Maintain secure area access and complete quarterly certifications
- Execute audit and compliance actions associated with role or regulation changes
- Organize the business management pipeline in spreadsheets and prepare monthly summaries
- Plan and run the quarterly Multi Asset Solutions Summit, including speakers, rooms, and technology
- Liaise with facilities, technology support, and multimedia teams to resolve on-site needs
- Prepare and print client materials and ensure timely delivery for meetings
Required Qualifications, Capabilities, And Skills
- Advanced experience as an executive assistant supporting senior leaders
- Experience in asset and wealth management or a similar financial services environment
- Advanced proficiency with Microsoft Excel, PowerPoint, Outlook, and Word
- Exceptional written and verbal communication skills with a professional, friendly approach
- Demonstrated ability to manage multiple priorities with excellent attention to detail
- Proven judgment and discretion handling confidential information
- Strong problem solving and decision making skills
- Ability to work independently and as part of a team
- Comfort working in a fast paced environment with evolving priorities
- Willingness to flex working hours when needed to support business needs
- Experience coordinating events, travel, and visitor logistics across locations
Preferred Qualifications, Capabilities, And Skills
- Experience supporting leaders across Europe and the United States time zones
- Experience coordinating large multi day events with speakers and technology rehearsals
- Familiarity with internal request and access management systems
- Experience processing research broker invoices and reconciliations
- Experience creating client ready materials and partnering with multimedia teams
- Fluency in an additional European language
- Comfort mentoring peers within an administrative assistant community
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