The Alternatives Group and Americas Institutional Group (Client) seeks an Executive Assistant (EA) to support the Director of Alternatives, Director of Client Midwest, as well as a few additional managers. The Executive Assistant plays an integral part of our Midwest and Alternatives client efforts within the Client Group, providing dedicated support to a few managers and other professionals. The EA also works closely with other assistants in the group and on their team to meet the needs of the business. This position works with the Alternatives team on a day-to-day basis but is also part of the Client Platform’s broader administrative team, reporting directly to the Administrative Lead for the Chicago Office. This position is based in Chicago, Illinois, a regional office to our Boston, Massachusetts headquarters. Given the rapidly growing office environment, the ability to be self-motivated and work collaboratively is critical.
RESPONSIBILITIES
Proactive calendar management in Outlook for Managers
Meeting coordination between managers and the institutional clients to facilitate portfolio reviews and new business discussions. Includes working in Outlook to send meeting requests, booking conference rooms, adding visitors to security, and ordering catering
Database maintenance in Salesforce including maintaining contact information and meeting activity
Assistance with preparation and distribution of monthly and quarterly reporting
Meeting preparation including gathering and distributing materials
Travel coordination with our travel agency including transportation and hotel bookings
Assistance with a variety of department and team projects
Expense reimbursement in Workday
Diligent coverage of email
Ad Hoc administrative tasks within the Chicago office
QUALIFICATIONS
Undergraduate degree
Strong interpersonal, verbal, and written communication skills
Strong service orientation; reliable, consistent, proactive
Ability to work in a fast-paced and team-oriented environment, prioritizing effectively
Attention to detail and proficiency with Microsoft Outlook, Excel, and Word
Solid work ethic and positive attitude
Ability to use good business judgment and maintain confidentiality