Intake Notes:

• No onsite parking on NC, PA, IL or NY. Only office with parking is the Atlanta office.
• Hybrid position- available to go to the office 2-3 days per week AND as needed. Must be flexible in the days since these can change and not be the same every week.

Job Description:

Summary of Role:

• This is an opportunity to work as part of an innovative and forward-thinking global organization that recognizes and values employees as being their greatest asset. As an Executive Business Support Specialist, you will support the Head of US Client Management and their small leadership team within the Investments line of business with administrative assignments, project coordination, drafting communications, and conducting research for business reporting.
• This role may direct the work of less experienced support staff and provide training or updates to the larger administrative team. You will provide thoughtful and tactful support to Client Management leaders when new processes and policies are implemented. Your role understands the impact of administrative support on client-facing relationships, and consistently represents the firm with integrity and an exquisite work product.

The Role:

Responsibilities of this role will include:

• Coordinate executive meetings, including logistics (reserving meeting site, catering, security notifications and guest arrangements), agenda creation, collection and coordination of meeting materials, and recording and distribution of meeting minutes and takeaway notes for senior leaders and senior individual contributors
• Proactively schedules and maintains calendar of appointments, meetings, and travel arrangements for Head of US Client Management
• Conducts moderately complex administrative assignments related to meeting and conference planning (including material production and compilation, scheduling, logistical arrangements and liaising with participants, speakers, and vendors)
• Assist in the preparation and review of regularly scheduled client performance reports and client invoices
• May conduct research for senior leader(s) or senior individual contributor(s); compiles, analyzes, and summarizes information for reports and correspondence.
• Develop and maintain relevant filing systems such as SharePoint.
• Project management of special projects as requested by Client Management and Operations leadership.

The Requirements:

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 3 years of total relevant work experience.
• Demonstrated ability to work independently and proactively, and gain the trust of supported executives
• Strong organization and attention to detail, ability to problem-solve and/or research solutions and prioritize tasks with seamless and timely execution.
• Exceptional communication skills.
• Proficiency with Office365 suite (especially Outlook, OneDrive and SharePoint)
• Project management experience.
• Experience working in a corporate or financial services setting.

Preferred:

• 5 years of experience.