About Us

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 Executive Assistant (EA) will provide comprehensive support to the leaders of our Global Trading team. This role serves as the key gatekeeper and coordinator for the executives, requiring a high level of judgment, discretion, and outstanding collaboration across a broad community of both internal and external parties.

The ideal candidate is an experienced support professional with a demonstrated ability to work with senior executives in a financial or professional services environment. The EA must have exceptional attention to detail in a logistically intensive, deadline-driven environment and possess a proactive, anticipatory, and problem-solving personality.

Responsibilities

The EA will manage the overall daily support needs of the team, including but not limited to: 

• Complex and proactive calendar management of both professional and personal commitments

• Elite Travel Planning and Coordination: Delivering top-tier, comprehensive travel arrangements for executives, ensuring an impeccably seamless and highly personalized experience. This involves orchestrating various types of transportation, often complex and bespoke, with both internal and external parties, while proactively managing the executives’ time and swiftly resolving any travel changes, disruptions, and emergencies.

• Coordinate logistics for internal and external meetings or events

• Partner with the executive and Human Resources on Year End activities (for example: scheduling performance reviews, compensation discussions, Partner meetings)

• Provide logistical support for the firm’s Global Trading Academy

• Diligent and effective gatekeeping, triage, and prioritization via phone, email, etc. 

• Develop and maintain strong collaborative relationships with multiple internal and external constituencies

• Corporate Card expense tracking and reporting

• Maintain various types of personal and confidential information

• Detailed materials preparation in Word, Excel, PowerPoint, OneNote and other internal systems

• Provide cross-coverage and back-up support to other Administrative/Executive Assistants

• Assist with ad hoc projects and other work as required

Qualifications

• Minimum of 5 years’ experience within an administrative role in a professional services organization

• Experience in the investment management/financial services industry will be viewed favorably

• Exposure to global contexts, whether professionally and/or personally, will be viewed favorably

• Proven experience in executive travel coordination.

• Advanced proficiency in MS Office with an ability and desire to learn new technologies to drive efficiencies

• Demonstrated strong detail orientation, diligence and overall high work quality

• Excellent organizational, multi-tasking and prioritization abilities

• Proactive problem-solving skills and an anticipatory mindset

• High level of reliability, professionalism and discretion

• Ability to work under deadlines and to accommodate last-minute changes

• A strong service orientation, remains calm under pressure and has a positive, can-do attitude with a sense of humor

• Outstanding interpersonal and communication skills, both verbal and written

• Typical work schedule is 7:00 am – 4:00 pm with flexibility and overtime as necessary; although this position is not “on call”, occasional off-hours support for urgent matters may be required

• The firm’s current hybrid working policy is minimum 3 days per week in office

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.

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