What are the responsibilities and job description for the Executive Assistant position at AMG Wealth?
Entrepreneurial. Collaborative. Community-Focused. Highly Motivated. Intellectually Curious. Agile and Creative Problem Solvers. These traits characterize AMG’s culture – and we are looking to attract talented new team members who share these qualities and seek to build a long-term career among a community united by their collegial partnership orientation, ownership mindset, and disciplined execution in our collective pursuit of excellence.
Our strategy is to form unique and innovative partnerships with independent asset management firms around the world – we exist to help make these great firms even better. And, just as we act as catalysts for our partner firms’ success, we invest in our people, our most valuable asset, generating some of our strongest returns as we work together to help each individual reach their highest potential. As a public company with a lean team, AMG provides cross-functional opportunities to flex your entrepreneurial spirit, expand your skillset, and grow as a professional; every team member is integral to our success. We also care deeply about the communities in which we work and live; our organization is further defined by our commitment to giving back through charitable giving and opportunities to volunteer.
We are a community. Join us.
Executive Assistant
The Role: AMG is seeking an Executive Assistant to support the Client Solutions management team, based out of the Stamford, Connecticut office. The role will focus primarily on customary administrative responsibilities to include viewing matters of a highly sensitive and confidential nature.
Core Responsibilities:
- Managing calendars and itineraries, scheduling travel and meeting arrangements, and preparing expense reports through Concur
- Interfacing and maintaining key relationships with all levels of management and a broad range of external contacts with a high degree of professionalism, accuracy, and confidentiality
- Coordinating and organizing internal and external events, including team meetings, conferences, and client engagements
- Maintaining and updating contacts and records in AMG’s internal tracking systems (e.g., SalesForce CRM)
- Assisting in the preparation and distribution of meeting agendas, and follow-up action items
- Preparation of correspondence, reports, and marketing presentations
- Perform other project related duties as assigned
Qualifications and Attributes:
- Three to five years’ experience working in financial services, preferred but not required
- Bachelor’s degree
- Strong written and verbal communication skills, with the ability to draft professional correspondence and reports
- High level of attention to detail and accuracy in all tasks
- Ability to work independently and as part of a team, demonstrating flexibility and adaptability
- Excellent telephone/calendar management skills
- Advanced knowledge Microsoft Office - Excel, PowerPoint, Word, and Outlook
- Proactive and resourceful approach to problem-solving and task management
- Supports AMG values and treats others with respect and consideration
Benefits:
Robust and competitive benefits package, including comprehensive health and dental plans, 401(k) employer match and profit-sharing, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule.
About AMG Funds LLC:
AMG’s Wealth platform provides access to certain of AMG’s partner firms, which include leading independent investment management firms. Through our Wealth platform, we provide a broad array of our Affiliates’ differentiated investment strategies to the financial advisor community and their clients to help clients achieve their long-term investing goals. For more information, please visit www.wealth.amg.com.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by employees in this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
AMG is an equal-opportunity employer. AMG believes diversity is an essential part of our commitment to a quality workforce and considers all candidates for employment regardless of their race (inclusive of traits historically associated with race, including but not limited to hair texture and protective hairstyles), color, ethnicity, religion, religious creed, sex, pregnancy or pregnancy-related condition, medical condition, sexual orientation, gender identity or expression, age, national origin (including language), physical or mental disability, genetic information, ancestry, veteran status, military service, application for military service, marital status, or any other category or status protected by applicable law.
