Executive Assistant

Wellington Management; New York (NY); Hybrid; USD 60,000 - 110,000; Full time

Benefits offered by this job

Retirement plan

Health & wellbeing

Dental

Vision

Pharmacy coverage

HSA

FSAs

Commuter program

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management in New York seeks an Executive Assistant to support the Investment Grade Private Credit team. You will coordinate calendars, meetings and travel across time zones, and manage expenses with discretion.

The role requires 3–5 years in a global professional environment, advanced MS Office skills, and a proactive, service-oriented mindset. The firm operates a hybrid policy with four days in office.

Qualifications

• 3–5 years in a complex, global professional environment.
• Advanced proficiency in MS Office with willingness to learn internal systems.
• Exceptional interpersonal, communication and discretion.
• Strong organizational, multi-tasking and prioritization abilities.

Responsibilities

• Calendar management across multiple time zones for a global team.
• Organize meetings, events and travel logistics.
• Prepare and submit accurate expense reports and approvals.
• Provide cross-coverage and backup support to other assistants.
• Support ad hoc projects for the team and leadership.

Skills

multitasking

Education

Undergraduate degree

Tools

MS Office (Word)

MS Excel

MS Outlook

MS OneNote

MS PowerPoint

Job description

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 will provide support to the Investment Grade Private Credit team within the firm’s Investment Platform. The ideal candidate is a proactive, motivated professional who wants to contribute to a dynamic area of business growth. Strong organizational, multi-tasking skills and excellent attention to detail along with outstanding service-orientation, mature judgment, and independent problem-solving, are imperative. This EA will be highly collaborative with a strong work ethic and the capacity to prioritize in a deadline-driven environment.

About The Team

Investment Grade Private Credit is a rapidly growing area of the investment business that provides customized financing to high-quality borrowers outside of the public bond markets. The team partners across investment, research, and client functions to source and manage private credit investments for clients.

Responsibilities

• Calendar Management: Coordinate complex and proactive scheduling across multiple time zones for a global team.


• Meeting & Event Coordination: Organize logistics for internal and external meetings, offsites, and special events.


• Expense Management: Prepare and submit accurate expense reports in a timely manner, and review and approve expenses on behalf of the team.


• Travel Arrangements: Plan and book domestic and international travel, including detailed itineraries and accommodations.


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


• Team Support: Provide cross-coverage and backup support to other Executive Assistants and leadership teams as needed.


• Project Assistance: Support ad hoc projects for both the immediate team and broader firm leadership.

Qualifications

• Minimum 3 - 5 years of experience in a complex, global professional environment; experience in the investment management industry will be viewed favorably


• Advanced proficiency in MS Office (Word, Excel, Outlook, OneNote & PowerPoint) with an ability and desire to learn new technology to drive efficiencies


• Willingness to learn, use, and develop internal systems that help the function


• Outstanding interpersonal and communication skills, plus high level of reliability, professionalism and discretion


• Strong service orientation and proactive problem-solving skills


• Excellent organizational, multi-tasking, and prioritization abilities


• Fastidious detail orientation and overall work quality


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


• Positive, can-do attitude; flexibility; sense of humor


• Undergraduate degree with strong academic credentials preferred


• The firm’s current hybrid working policy is minimum 4 days per week in office

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 [e-mail].

Benefits

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 60,000 - 110,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.

• retirement plan


• health and wellbeing


• dental


• vision


• pharmacy coverage


• health savings account


• flexible spending accounts


• commuter program


• employee assistance program


• life and disability insurance


• adoption assistance


• back-up childcare


• tuition/CFA reimbursement


• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.