JOB DETAILS

Job Function:

• Heavy internal and external meeting scheduling
• Responsible for tracking investor calls, meetings, prospect mail box and other departmental processes
• Preparing meeting materials (presentations, books, bios etc.)
• Travel arrangements including detailed itineraries
• Assist with planning and execution for both internal and client events
• Preparing expense reports for the department
• Assistance with ad-hoc projects including firm wide events, philanthropy and brand management

Job Requirement:

• 5+ years of solid administrative experience including at least 2 years of C-Level support with a track record of professional success; financial services experience strongly preferred but not essential
• BA/BS preferred with solid academic performance
• Knowledge of Microsoft office products
• Exceptional organizational skills and attention to detail
• Experience with event planning is highly preferred
• Ability to maintain process and meet deadlines
• Excellent judgement and someone who takes pride in their work
• Maturity and high degree of professionalism  

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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