Position Summary

Responsibilities

Key Responsibilities

• Provide administrative support to two Senior Client Service Executives including calendar management, travel booking, expense processing, phone support, and projects as requested

• Manage and maintain Salesforce contact records, ensuring accuracy and completeness

• Manage mailing lists and distribution groups across client and internal communications

• Track and manage specific projects as assigned, ensuring milestones and deadlines are met

• Save and organize industry reports and client materials to shared drives

• Complete special projects for the client service support team as needed

• Take the lead on planning approximately 24 highly bespoke client meetings per quarter, each with very specific and unique requirements

• Coordinate all logistics for onsite and offsite client service meetings and events, including venue, materials, technology, and participant requirements

• Manage multiple conference room and guest space calendars, requiring detail-oriented correspondence with meeting organizers and other administrative staff

• Manage guest registration and related analysis as needed

• Order, prepare, and clean up catering as necessary for client meetings

• Provide administrative support to guests during visits

• Order, track, and confirm receipt of messenger services and other mailings

Qualifications

Required Qualifications

• 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

Preferred Qualifications

• 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

Salary Range

Annual base salary between

• $85,000.00

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

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