What are the responsibilities and job description for the Executive Assistant position at Brown Advisory Incorporated?
Company Overview
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 900 colleagues worldwide, all of whom are equity owners of the firm.
Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Position Summary
Brown Advisory is currently seeking a professional, energetic and self-motivated Executive Assistant to join the New York Office. This individual will directly support the Chief Investment Officer for our Private Client, Endowments and Foundations business as well as the Head of the Investment Solutions Group.
In addition, this individual will provide general calendar, travel, and expense management support for additional members of our Investment Solutions group and Operational Due Diligence teams. Candidates must possess the professional maturity to handle confidential matters.
The primary duties and responsibilities include but are not limited to :
- Coordinate executive communications, including taking calls, responding to e-mails and interfacing with internal team members including senior management as well as clients.
- Proactively assist and anticipate the needs of the Chief Investment Officer for our Private Client, Endowments and Foundations and the Head of the Investment Solutions Group.
- Schedule meetings and appointments, manage travel itineraries, and submit expense reports for multiple team members.
- Provide minor support to the Head of Investment Risk and Head of New York Business Development with tasks related to expenses and Salesforce activities.
- Efficiently document client and prospects' contact information and meeting activity through SalesForce CRM.
- Provide desk and greeting coverage at reception, handling deliveries and greeting clients and guests and assistance at New York office events where needed.
- Prepare meeting rooms, establish conference calls, and prepare technology for presentations.
- Work independently and follow tasks through to completion and meet commitments, proactively seeking guidance as necessary
- Act as gatekeeper to help prioritize outcomes and eliminate distractions.
- Establish effective working relationships with colleagues and external contacts.
- Assist with special projects as assigned, which includes, preparing meeting materials, annual client gifting, etc.
- Uphold a strict level of confidentiality.
Desired Qualifications and Characteristics :
Salary : $80-$115k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
Brown Advisory is an Equal Employment Opportunity Employer.
Salary : $80,000 - $115,000
