Sr. Administrative Assistant (Investments)

Role Summary

Typically provides direct assistance to Investment professionals, including leaders and individual contributors. Responsible for exercising confidentiality, tact, and diplomacy when completing own work. Effectively works with others to ensure seamless support and coverage when necessary.Â

Responsibilities

Performs moderately complex and confidential administrative duties that require considerable skill and knowledge of organization policies and procedures.Â
Schedules and maintains calendar of appointments, meetings, and travel arrangements.Â
Exercises moderate level of autonomy in troubleshooting issues as they arise and anticipates the needs of the person they support. Work is generally fast-paced and moderately complex.Â
Opportunities to assist with special projects across multiple teams.Â
Compiles, reviews, and analyzes more complex data and keeps databases and SharePoint sites up to date.Â
Coordinates investment meetings, including logistics (reserving meeting site, catering, security notifications), collection and coordination of meeting materials, agenda creation. May assist in the preparation of correspondences, memoranda, and reports, copying and filing and processing documentation of expenses and vouchers.Â
Qualifications Â

Required:Â Â Â

Bachelor’s degree or the equivalent combination of education and relevant experience ANDÂ
3+ years of total relevant work experienceÂ
Preferred:Â

Able to manage competing priorities and quickly adapt/pivot when neededÂ
Proactive, forward-thinking approach to work with strong attention to detailÂ
Adept with prioritization and organization to meet deadlinesÂ
Able to work in a fast-paced environment independently and as a team with little directionÂ
Strong written and verbal communication including follow through on all tasksÂ

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$55,000.00 – $93,500.00 for the location of: Maryland, Colorado, Washington and remote workers
$60,500.00 – $103,000.00 for the location of: Washington, D.C.
$69,000.00 – $117,000.00 for the location of: New York, California