What are the responsibilities and job description for the Executive Assistant to Chief Executive Officer position at TA Associates?
TA is a leading global private equity firm focused on scaling growth in profitable, high-quality companies. Investing as either a majority or minority investor, we work collaboratively with founders and management teams at our portfolio companies to help accelerate growth and deliver lasting shareholder value. To date, TA has invested in more than 560 companies across our five target industries – technology, healthcare, financial services, consumer and business services. We believe that our deep sector knowledge, investment experience and strategic value-add capabilities provide the firm with an edge in identifying and creating value for our companies. Our global team of more than 300 employees, which includes over 170 experienced investment professionals, Strategic Resource Group and Capital Markets Group team members, are based in Boston, Menlo Park, Austin, London, Mumbai, and Hong Kong. Since TA’s founding in 1968, the firm has raised $65 billion in capital. More information about TA can be found at www.ta.com.
Position Overview:
We are seeking an Executive Assistant to provide administrative support to our Co-Managing Partner based in the Boston office. The Executive Assistant is responsible for calendar management, coordinating travel schedules, and project support.
The position is based in Boston and offers a hybrid work schedule as determined by the needs of the Co-Managing Partner. The individual should have flexibility for in-office and offsite support as well as weekend support, as needed.
Specific Responsibilities include:
- Plan, coordinate, and ensure that the Co-Managing Partner’s schedule is efficiently constructed to support key priorities and goals. Serve as a gatekeeper for calendar access and proactively adjust schedule as needed for time-sensitive and priority issues.
- Ensure the Co-Managing Partner is well-informed of upcoming commitments and assist in preparing for meetings by providing relevant information in advance.
- Coordinate all travel arrangements (business and personal). Understand travel preferences and provide itineraries.
- Manage expenses by collecting receipts and creating expense reports in the Concur system.
- Draft and edit work products when needed including meeting prep materials, PowerPoint presentations, correspondence, meeting minutes, spreadsheets etc.
- Maintain the highest level of confidentiality for all documentation and information processed.
- Represent the firm in a highly professional manner. Liaise with internal and external stakeholders on behalf of the Co-Managing Partner.
- Perform general office duties, including but not limited to answering phones for those you support and others in your area; screening and announcing all calls; welcoming guests in a professional manner and escorting them to the appropriate conference room.
- Complete various document management—copying, emailing, overnight/shipping, etc. as required; print and collate investment committee decks; draft and edit correspondence, communications, presentations, and other documents; sort incoming mail; and maintain all paper and electronic files.
- The administrative team works as a cohesive group, examples include vacation coverage, assistance with setting up large meetings, etc.
- 24/7 awareness and ad hoc projects as needed.
Qualifications:
- Must have at least 5 years of experience in an administrative function, preferably supporting an executive.
- Financial services industry experience is a plus, but not required. Professional services experience preferred.
- Exceptional interpersonal skills with the ability to interact with all levels across the firm.
- Impeccable project management and organizational skills with high attention to detail.
- Advanced competency in Microsoft Office (Word, Excel, PowerPoint, Outlook), experience with Concur a plus.
- Comfortable editing and in limited cases creating Word, Excel and PowerPoint documents based on directions and feedback from executives.
- Ability to proactively identify and assess problems/issues, think critically, and use sound judgment to develop solutions.
- Excellent verbal and written communication skills with the ability to communicate clearly and efficiently.
- Ability to prioritize, multitask and work with frequent interruptions and/or shifts in priorities in a dynamic, deadline-driven environment.
- Must exhibit a high degree of confidentiality with the ability to handle situations with tact and diplomacy.
- Team player who can work effectively with a wide range of people and levels to deliver business results.
- Demonstrate a high degree of initiative, commitment, and drive.
- Humble, hardworking person with a high level of personal integrity.
Compensation and Benefits:
- A highly competitive package that includes a base salary plus annual performance bonus.
- The firm currently pays 100% of medical, dental, disability and life insurance coverages.
- The firm currently contributes 15% of compensation to employee-directed retirement.
TA Associates Management, L.P. utilizes E-Verify, a web-based system that allows employers to electronically confirm the employment eligibility of its employees. More information your rights as an applicant can be accessed here.