Administrative Assistant, Investments & Finance, New York

SUMMARY

The individual in this position will provide administrative support to senior professionals across the New York Investments and Finance teams. The individual in this position will support the team by providing superior client service to prospects, clients, partners, management, employees and guests of the firm, in person, via email or phone.

RESPONSIBILITIES           

The individual will be involved in the following critical activities:

• Proactively manage the calendars of several individuals, schedule and organize complex activities such as meetings, conference calls, and travel itineraries (domestic and international).
• Monitor, update, and communicate last minute changes to calendar in a timely and organized manner.
• Coordinate Meeting Material requests with the Marketing Department to ensure manager(s) have all requested materials in advance of meetings.
  • Proactively “own” all logistics – on a real time basis – for client, prospect and consultant-meetings and maintain on-going contact with manager(s) to keep ahead of changes.
  • Manage final due date for materials considering all factors (location, printing, shipping, GCM attendee travel times, time zones, etc.) and immediately communicate changes.
  • Ensure materials are delivered to the meeting (emailing to attendees ahead of time, and when we return to office, distributing or shipping, setting up meeting room, etc.).
  • Communicate with other meeting attendees and/or assistants regarding meeting logistics.
• Handle confidential and non-routine information with extreme confidentiality and sensitivity.
• Review and analyze requests and inquiries and respond as appropriate.
• Prepare and submit expense reports in a timely manner.
• Work with members of the team on special and recurring projects.
• Utilize Microsoft Office products for planning, coordinating, communicating, and organizing activities.
• Answer phone calls (when we return to office) and communicate all messages in a timely manner.
• Generate and compile weekly, monthly, and quarterly reports for internal and external distribution.
• Prepare managers for meetings by compiling reports and information from previous meetings.
• Provide administrative support including typing, copying, scanning, saving and filing correspondence.
• Monitor department activity and special events in order to proactively assume responsibility for these events resulting in efficiency and appropriate planning.
• Perform related duties as assigned.

EDUCATION, SKILLS AND EXPERIENCE REQUIREMENTS

The ideal experience and critical competencies for the role include the following:

• Bachelor’s degree or equivalent experience.
• 3-8 years of professional administrative assistant experience supporting multiple senior managers in a corporate setting demonstrating professionalism, integrity, confidentiality and decorum.
• Proven experience successfully managing complex calendars and travel itineraries; ability to modify schedules as needed in a professional and efficient manner.
• Experience supporting managers in remote locations a plus.
• Expert knowledge of Microsoft Office products, including proficiency in Excel, Word and PowerPoint.
• Experience with Concur a plus.
• Proven ability to work in a fast paced environment with a high level of accuracy and attention to detail.
• Outstanding verbal and written communications skills.
• Demonstrated team player with ability to build and maintain outstanding relationships and to work both independently and within a team.
• Excellent time management skills with the ability to multi task, balance priorities, meet deadlines, and anticipate issues/problems.
• Consistent work ethic and dedication to follow tasks through to completion.
• Entrepreneurial approach to task management. Ability to take control and manage tasks independently; a self-starter, independent thinker with excellent judgment.
• Strong problem solving capabilities; demonstrates creative and innovative design, development and implementation of process improvements.
• Flexibility and adaptability to various changing working conditions based on priorities with willingness and ability to work overtime as requested.

In terms of cultural fit, the successful candidate will be self-motivated and energized by working amongst a group of thoughtful, smart and successful colleagues. The candidate will enjoy being part of an organization focused on excellence and will be a naturally collaborative person who enjoys interacting with individuals at all levels. Additionally, the candidate will be a strong team player with a proactive approach and the ability to exercise discretion and judgment.