Senior Executive Assistant, Investment Teams

Wellington Management; Boston (MA); Hybrid; USD 60,000 - 110,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental coverage

Vision coverage

Life and disability insurance

Paid time off

Job summary

Wellington Management is seeking an Executive Assistant to deliver high‑quality administrative and operational support to assigned investors and investment teams. The role requires strong judgment, discretion, organization, and the ability to manage competing priorities with limited direction.

The ideal candidate is proactive, composed under pressure, and tech‑savvy, with an interest in understanding business context behind meetings and client activity.

Qualifications

• 3+ years administrative experience in professional services or financial services.
• Experience supporting multiple stakeholders with competing priorities and complex scheduling.
• Advanced proficiency with Microsoft Outlook, Teams, Word, Excel, PowerPoint, and OneNote; interest in AI tools.

Responsibilities

• Manage complex calendars with prioritization and forward planning.
• Coordinate internal and external meetings including logistics and follow-ups.
• Arrange domestic and international travel with itineraries and changes.
• Prepare meeting materials, research, and reporting for investors and teams.
• Use firm tools to create scalable workflows and improve visibility.
• Maintain email, task tracking, and records with reliable processes.
• Build relationships with investors, assistants, partners, and vendors.
• Provide cross-coverage and back-up support as needed.

Skills

Administrative experience

Stakeholder support

Outlook/Teams/Office

Attention to detail

Independent worker

Collaborative

Flexibility

AI productivity tools

Tools

Outlook

Teams

Word

Excel

PowerPoint

OneNote

Job description

Wellington Management is seeking an Executive Assistant to deliver high‑quality administrative and operational support to assigned investors and investment teams. The role requires strong judgment, discretion, organization, and the ability to manage competing priorities with limited direction.

The ideal candidate is proactive, composed under pressure, and tech‑savvy, with an interest in understanding business context behind meetings and client activity.