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 Americas Institutional Group (AIG) seeks an Executive Assistant (EA) to support the relationship management efforts of the firm’s institutional clients. This role will directly support Business Development Managers and Relationship Managers focused on servicing and growing our Financial Reserves Management client base.

The Executive Assistant plays an integral part of our client-facing efforts within the Client Group, providing dedicated support to a number of managers and other professionals. 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 AIG team on a day-to-day basis but is also part of the Client Platform’s broader administrative team.

Responsibilities

Specific responsibilities include:  

• Diligent and proactive calendar management in Outlook for senior professionals

• Meeting coordination between investment professionals and the manager’s clients to facilitate portfolio reviews and new business discussions. Includes working in Outlook to send meeting requests, book conference rooms, add visitors to security, and ordering catering 

• Database maintenance in Salesforce including maintaining contact information and meeting activity for clients and prospects

• Meeting preparation including gathering and distributing materials 

• Travel coordination with our travel agency including transportation and hotel bookings

• Assistance with a variety of department and team projects 

• Expense reimbursement in Workday

• Diligent coverage of email  

Qualifications

• Undergraduate degree  

• Minimum of 3 - 5 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 

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.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 55,000 - 100,000

This range takes into account the wide range of factors that are conside