Job Summary:

We are seeking a highly organized and proactive Administrative Assistant to support our team in daily operations. The ideal candidate will have exceptional administrative and communication skills, a strong attention to detail, and the ability to multitask in a fast-paced environment. This role is essential to ensuring the smooth functioning of the office and supporting senior management with various administrative duties.

Key Responsibilities:

• Provide administrative support to executives, portfolio managers, and other team members.
• Manage and maintain executives’ schedules, appointments, and travel arrangements.
• Prepare, edit, and format documents, reports, and presentations.
• Handle confidential and sensitive information with discretion.
• Serve as the primary point of contact for internal and external communications, including emails and phone calls.
• Assist with meeting coordination, including scheduling, preparing agendas, and recording minutes.
• Maintain organized filing systems for records, documents, and correspondence.
• Coordinate office operations, including supply inventory, vendor relationships, and facilities management.
• Support financial administration tasks such as expense reports and invoice processing.
• Assist with special projects and ad hoc administrative tasks as needed.

Qualifications & Skills:

• Bachelor’s degree preferred; relevant experience may be considered in lieu of education.
• 3+ years of experience in an administrative role, preferably within the finance or asset management industry.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong organizational skills and ability to prioritize tasks effectively.
• Excellent verbal and written communication skills.
• High level of professionalism and discretion when handling sensitive information.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and attention to detail.

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