Exec Asst - Client Service

Guggenheim Investments•New York City, NY

1d•$75,000•Onsite

About The Position

Guggenheim Investments is seeking a highly organized and proactive Executive Assistant to join our Client Service team. In this full-time role, you will provide high-level administrative support to the Head of Client Services, serving as a trusted partner in managing the day-to-day operations of a fast-paced, client-focused environment. This role is based in New York City, full-time.

Requirements

2+ years of administrative or client-facing support experience, preferably in financial services.
Meticulous attention to detail and strong organizational skills.
Self-starter with the ability to anticipate needs and take initiative.
Client-service-oriented personality with a professional and welcoming demeanor.
Ability to manage multiple priorities and deadlines simultaneously.
Strong written and verbal communication skills.
Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook.

Nice To Haves

Experience supporting senior executives in asset management or financial services.
Experience planning and coordinating client meetings or events.
Familiarity with conference and guest space logistics.

Responsibilities

Manage the Head of Client Service’s calendar, schedule meetings, and coordinate travel arrangements.
Create and maintain robust tracking sheets for all meetings and calls, ensuring accurate documentation of attendees, topics, action items, and follow-ups.
Answer and direct incoming phone calls promptly and professionally, taking detailed messages and ensuring timely follow-up.
Process expense reports, invoices, and purchase orders in accordance with company policies.
Organize and maintain confidential files, records, and client documentation.
Assist in the preparation and follow-up of client meetings, including agenda creation, minute-taking, and action item tracking.
Coordinate departmental events, training sessions, and team activities.
Support project management tasks and track progress on key initiatives.
Prepare, proofread, and distribute correspondence, reports, presentations, and meeting materials.
Perform other administrative duties as assigned to support the Head of Client Service and the broader client service team.