Administrative Assistant - Excel Partners

Administrative Assistant

Job Description:

Role and Responsibilities
Investor Relations is looking for a high-caliber Administrative Assistant to join a team of people supporting the IR and Marketing teams. This person must be capable of multitasking in a fast-paced environment, be extremely organized, and have superb follow-through skills.

Specific responsibilities will include the following:
• Heavy internal and external meeting scheduling
• Responsible for tracking investor calls, meetings, prospect mailbox, and other departmental processes
• Preparing meeting materials (presentations, books, bios, etc.)
• Travel arrangements including detailed itineraries
• Assist with planning and execution of both internal and client events
• Preparing expense reports for the department
• Assistance with ad-hoc projects including firm-wide events, philanthropy, and brand management

Requirements:

Skills and Requirements

• 5+ years of solid administrative experience with a track record of professional success; financial services experience strongly preferred but not essential
  
• BA/BS preferred with solid academic performance
  
• Knowledge of Microsoft Office products
  
• Exceptional organizational skills and attention to detail
  
• Experience with event planning is highly preferred
  
• Ability to maintain processes and meet deadlines
  
• Excellent judgment and someone who takes pride in their work
  
• Maturity and a high degree of professionalism

Personal/ Professional Attributes
We place a high value on analytical, smart, and intellectually rigorous attributes, which facilitate the delivery of the firm’s vision. We encourage and foster a specific culture in our firm characterized by integrity and honesty, humility, mutual
respect, teamwork, strategic and creative thought, leadership, a commercial approach, rigorous execution, and a commitment to excellence. Shared recognition and camaraderie of people working together along with a focus on
building enduring business relationships, aligning our interests with our partners and clients. We believe in an intense work ethic, a deep commitment to results, and a belief that our business is best pursued through teamwork and cross-fertilization of our business model.

COMP: $80k-$100k, full benefits, bonuses and overtime.