Executive Assistant

Wellington Management • Boston, MA

1d • Hybrid

About The Position

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. About the Role 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.

Requirements

• 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

Responsibilities

• 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

Benefits

• retirement plan
• health and wellbeing
• dental
• vision
• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level