Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
The US Wealth team is looking for an Executive Assistant (EA) to support and strengthen the sales function of the firm’s wealth distribution team. This role will directly support the Director of Intermediary Distribution, National Sales Manager, and the External Wholesaler team focused on servicing and growing our client base.
The Executive Assistant plays an integral part of our distribution strategy, collaborating across various teams, to support the evolution of the Wealth space. The EA also works closely with other assistants in the group and on their team to meet the needs of the business. This position works with the US Wealth team on a day-to-day basis but is also part of the Client Platform’s broader administrative team.
RESPONSIBILITIES
Specific responsibilities include:
· Diligent and proactive calendar management in Outlook for senior professionals
· Meeting coordination including Outlook meeting requests, conference room booking, security clearance, catering
· Database maintenance in Salesforce
· Meeting preparation including gathering and distributing materials
· Travel coordination with our travel agency including transportation and hotel bookings
· Expense reimbursement in Workday
· Diligent coverage of email
· Assistance with a variety of department and team projects
QUALIFICATIONS
· Undergraduate degree
· Minimum of 2 - 4 years of relevant administrative experience
· Strong interpersonal, verbal, and written communication skills
· Strong service orientation; reliable, consistent, proactive
· Ability to work in a fast-paced and team-oriented environment, prioritizing effectively
· Attention to detail and proficiency with Microsoft Outlook, Excel, and Word
· Solid work ethic and positive attitude
· Ability to use good business judgment and maintain confidentiality
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.