Executive Assistant (Endowments & Foundations and Financial Reserves Management) – Investment Management – Boston, MA
We are seeking candidates for an Executive Assistant position with an industry-leading investment management firm located in Boston, MA. This position will support the Endowments & Foundations and Financial Reserves Management teams and will be responsible for heavy calendar management and travel coordination. The ideal candidate will have 2-3 years of administrative experience, preferably within financial services.
This is a 8+ month contract that will pay $27-33/hr (depending on experience) within a 40-hour workweek. This position is required to be onsite 3 days/week.
Responsibilities:
- Coordinate meetings, including managing Outlook calendar invitations, booking conference rooms, handling security clearances, and arranging catering services.
- Manage calendars proactively to ensure optimal scheduling and time management.
- Maintain databases, including capturing contact information and tracking meeting activities in Salesforce.
- Handle expense reimbursements efficiently and accurately.
- Prepare presentations by editing, collating, and distributing materials.
- Assist in the preparation and distribution of monthly and quarterly client reports using various internal data systems.
- Support department and team projects as needed.
- Coordinate travel arrangements, including itinerary planning, transportation, and hotel accommodations.
- Plan and manage logistics for events.
Qualifications:
- Bachelor’s degree required.
- 2-3 yrs of administrative experience, preferably in financial services.
- Proficient with MS Outlook, Word, and Excel.
- Salesforce experience is a plus.
- Excellent interpersonal, verbal, and written communication skills.
- Strong service orientation with a reliable, consistent, and proactive approach.
- Ability to thrive in a fast-paced, team-oriented environment while effectively prioritizing tasks.
- Strong work ethic with a positive attitude.
- Ability to exercise sound business judgment and maintain confidentiality.
If you are interested in learning more about this opportunity, please email your resume to Olivia at [email protected].
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