Executive Assistant

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

Benefits offered by this job

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

Job summary

Wellington Management is seeking an Executive Assistant to support the Investment Grade Private Credit team. The role requires proactive, detail-oriented professionals who can manage calendars, travel, expenses, and cross-functional coordination across time zones.

You will partner with investment, research, and client functions, provide backup support, and handle ad hoc projects in a deadline-driven environment. A 4-day in-office hybrid work policy is in place; undergraduate degree preferred.

Qualifications

• 3–5 years of experience in a complex, global professional environment; investment management experience favored.
• Advanced proficiency in MS Office (Word, Excel, Outlook, OneNote & PowerPoint) and willingness to learn internal systems.
• Strong interpersonal and communication skills, reliability, professionalism and discretion.
• Service orientation, proactive problem solving and ability to prioritize in deadline-driven environment.
• Undergraduate degree preferred.
• Firm policy requires minimum 4 days in office per week (hybrid).
• Not meeting 100% of qualifications? We still encourage diverse candidates.

Responsibilities

• Calendar management: Coordinate complex scheduling across multiple time zones for a global team.
• Meeting & event coordination for internal and external meetings, offsites and events.
• Expense management: Prepare and submit accurate expense reports and review/approve expenses.
• Travel arrangements: Plan and book domestic and international travel with detailed itineraries.
• Relationship building: Develop and maintain collaborative relationships with multiple constituencies.
• Team support: Cross-coverage and backup support to other EAs and leadership teams.
• Project assistance: Support ad hoc projects for team and firm leadership.

Skills

Calendar management

MS Office proficiency

Interpersonal skills

Communication

Organizational skills

Discretion

Problem solving

Deadline-driven

Education

Undergraduate degree preferred

Tools

MS Office

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

The Executive Assistant will manage the overall daily support needs of Privates Investment team members:

• 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

Not sure you meet 100% of our qualifications? That’s ok.

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 [e-mail].

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.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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. For more information, please visit https://www.wellington.com/en/