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Serve as the primary point of contact for visitors, deliveries, and general front-office activity while maintaining an orderly and welcoming workplace environment
Oversee incoming mail, courier coordination, office supply replenishment, and shared-space organization to support smooth daily operations
Maintain and organize reports, transaction documentation, and meeting materials retrieved from investment-related portals and internal resources
Track fund-related approvals, proxy activity, amendments, and other time-sensitive action items to help ensure prompt follow-through by internal stakeholders
Arrange business travel for team members and executives, including transportation, lodging, and registration details for conferences and annual meetings
Manage calendars, coordinate appointments, and support scheduling for leadership and other key team members as needed
Plan logistics for internal gatherings, client-facing meetings, and firm events, including catering, materials preparation, venue coordination, and attendee support
Provide administrative assistance to senior leadership, including presentation preparation, special projects, continuity-related tasks, and occasional operational support
Assist with employee onboarding coordination, benefit-related inquiries, vacation tracking, and monitoring routine office expenses and budget items
Requirements
Bachelor’s degree from a four-year college or university
At least 3 years of experience in administrative support, office coordination, reception, at the Executive Level
Strong ability to manage calendars, travel arrangements, meetings, and multiple competing priorities with accuracy and discretion
Proficiency with Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
Strong communication skills and a demeanor suited to a highly visible support role
Nice to have
Experience in financial services is preferred
Familiarity with event coordination tools such as Cvent is an advantage