finseats

Executive Assistant

Wellington Management (Wellington) · Other

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

This Executive Assistant role supports multiple product coverage teams (consisting of Investment Directors and Investment Specialists). Fixed Income Product Management is responsible for product development and marketing, investment integrity and risk management, and general business management for the firm’s fixed income portfolios. The Executive Assistant provides intense logistical support and creation, maintenance, and organization of materials in order to leverage the group’s time. The ideal candidate is a highly detail-oriented administrative professional with a positive attitude and service orientation who enjoys multi-tasking in a busy, data-rich team environment. 

RESPONSIBILITIES

Duties will include, but are not limited to:

  • Logistical coordination of meetings with various attendees and proactive calendar management

  • Extensive coordination and production of materials including daily reports, market data information, meeting prep packets, research materials, and confidential internal documents

  • Preparing client-facing documents and presentation materials in Word, Excel, PowerPoint and Adobe Acrobat

  • Obtaining information using various applications and market data services

  • Regular reporting and spreadsheet responsibilities

  • Organizing and facilitating team events

  • Diligent telephone coverage with gate-keeping expectations

  • Managing file systems, expense reporting, etc. 

  • Providing back-up for other department support positions as needed

  • International and domestic travel itineraries and arrangements (when business travel returns)

QUALIFICATIONS

  • Undergraduate degree preferred

  • At least 3 years of prior administrative support experience; investment industry background/interest will be viewed favorably

  • Proficiency in MS Office (Word, Outlook, Excel, & PowerPoint); prior experience with Adobe Acrobat preferred

  • Comfort with technology and learning new tools

  • Strong service orientation, solid judgment, professionalism and proactive problem-solving skills

  • Strong interpersonal and communication skills

  • Detail orientation and a general comfort in a data-rich environment

  • Excellent organizational, multi-tasking, and prioritization abilities

  • Outstanding service orientation and proactive problem-solving skills

  • Flexibility, ability to work under deadlines, and a sense of humor

  • Ability to work independently and as part of a team

  • Working hours: 8:00am – 5:00pm though flexibility and overtime may be necessitated by business circumstance

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 60,000 - 110,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.   

 

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.  Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Related finance jobs