Senior Team Assistant
Core
Senior administrative support for Investment Directors and teams, handling complex scheduling, travel, correspondence, and special projects in a global investment firm.
Role type
Senior Team Assistant (Administrative/Executive Support)
Builds
Internal operational efficiency and client-facing materials for an investment consulting firm
Domain
Global Investment Management / Financial Services
Deliverable
Dashboards & analysis (research materials) | Infrastructure (admin operations)
Required skills
Calendar management, travel coordination, correspondence formatting, timesheet/expense reconciliation, CRM management, meeting support, research, mentoring
Preferred skills
Adobe Acrobat, Box, Concur, MS Dynamics, Oracle, WebEx
Technologies
MS Word, Excel, PowerPoint, Outlook, Neo, Box, Concur, MS Dynamics, MS Teams, WebEx, Oracle
Responsibilities
Manage complex calendars and travel arrangements; prepare correspondence and research materials; support marketing efforts and conference logistics; maintain client contacts and business databases; mentor junior staff; handle special projects and coverage for management.
Seniority
Senior, hands-on IC
