Executive Assistant - Wellington Management Company, LLP

Jobs via eFinancialCareers; New York (NY); Hybrid; USD 55,000 - 100,000; Full time

Job summary

A global investment management firm is seeking an Executive Assistant to support the Head of Private Capital Formation and the team in New York. The ideal candidate will have over 5 years of administrative experience, strong organizational and interpersonal skills, and proficiency in MS Office. This full-time position requires in-office presence four days a week, with a flexible work environment and a competitive salary range of $55,000 - $100,000.

Benefits

Discretionary bonuses

Comprehensive benefits package

Flexible work environment

Qualifications

• Minimum of 5 years' experience in an administrative role.
• Experience in the investment management industry.
• High level of professionalism and discretion.

Responsibilities

• Provide high-level administrative support to the team.
• Manage complex scheduling across multiple time zones.
• Organize logistics for internal and external meetings.

Skills

Detail orientation

Organizational abilities

Multi-tasking

Problem-solving skills

Interpersonal skills

Tools

MS Office

Job description

Overview

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.

We are seeking a highly skilled and proactive Executive Assistant to support the Head of the Private Capital Formation, as well as the growing team in the New York Office. The Executive Assistant will also work with the Business Manager to drive initiatives and should feel empowered to make decisions on behalf of leadership. This role requires someone to act as a thought partner to the team, while contributing strategically and operationally to the team\'s success. The ideal candidate will demonstrate confidence, sound judgment, and the ability to navigate complex situations with poise and professionalism. We are looking for someone energized by the opportunity to help build and grow a vibrant, high-performing team while delivering exceptional day-to-day support.

About the team

The Capital Formation team at Wellington Management plays a pivotal role in driving the firm\'s private investment strategy, fundraising efforts, and client engagement. The team was created to unify sales and product functions into a dedicated effort aimed at accelerating the growth of Wellington\'s Private Investments platform. The team\'s mission is to: drive fundraising; enhance client relationships and strategic capital partnerships; support product development.

Responsibilities

• Provide high-level administrative support to the team, ensuring seamless daily operations and contributing to overall efficiency.
• 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.
• Office Culture Carrier: Plan and organize events that bring employees together through cultural celebrations and social gatherings.
• Research & Reporting: Conduct research and compile reports using internal systems and external sources.
• 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.
• Presentation Support: Assist in the creation and formatting of PowerPoint presentations.
• Performance Review Coordination: Manage scheduling and documentation for year-end performance activities.
• Onboarding: Assist with the onboarding process for all new Wealth team members, ensuring a smooth and welcoming experience.

Qualifications

• Minimum of 5 years\' experience within an administrative role in a professional services organization supporting senior management and/or client-facing leadership
• Experience in the investment management industry
• Prior exposure to global contexts, whether professionally and/or personally
• Advanced proficiency in MS Office with an ability and desire to learn new technology to drive efficiencies
• Demonstrated strong detail orientation, diligence and overall high work quality
• Excellent organizational, multi-tasking and prioritization abilities
• Proactive and creative problem-solving skills and an anticipatory mindset
• High level of reliability, professionalism and discretion
• Ability to work under deadlines and to accommodate last-minutes changes
• A strong customer/client service orientation, remains calm under pressure, and has a positive, can-do attitude and a sense of humor
• Outstanding interpersonal and communication skills

Schedule & Workplace

Typical work schedule is 8:00 am - 5:00 pm with flexibility and overtime as necessary. This position requires in-office presence 4 days a week with 1 day remote. Occasional off-hours support for urgent matters and planned events may be required.

Equal Opportunity & Benefits

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 require an accommodation to apply, please email [e-mail].

Our compensation approach is designed to attract, inspire and retain top talent. The base salary range for this position is USD 55,000 - 100,000, with additional components of total compensation including discretionary bonuses and benefits. We offer a comprehensive benefits package and a flexible work environment to support employee well-being and professional growth, including retirement plans, health and wellbeing benefits, and other programs.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative
• Industries: Executive Offices