Executive Assistant Executive Assistant …

Wellington Management Company, LLP
in Boston, MA, United States
Permanent, Full time
Last application, 23 Nov 21
Wellington Management Company, LLP
in Boston, MA, United States
Permanent, Full time
Last application, 23 Nov 21
Executive Assistant

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 transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.


The Americas Institutional Group (AIG) seeks an Executive Assistant (EA) to support the Head of the Americas Institutional Group as well as several other Relationship Managers (RMs) that support the relationship management efforts of the firm's institutional clients. The AIG team oversees the firm's efforts to serve and grow institutional client relationships in North and South America. The Executive Assistant plays an integral part of our client-facing efforts within the Client Group, and also works closely with other assistants in the group and on their team to meet the needs of the business.

This position works with the AIG team on a day-to-day basis but is also part of the Client Platform's broader administrative team, reporting directly to the Business Manager for the Client Platform.


Specific responsibilities include:
  • Diligent and proactive calendar management in Outlook for senior professionals
  • Meeting preparation including gathering and distributing materials
  • Meeting coordination between investment professionals and the RM's clients to facilitate portfolio reviews and new business discussions. Includes working in Outlook to send meeting requests, book conference rooms, add visitors to security, and order catering
  • Database maintenance in Salesforce including maintaining contact information and meeting activity for clients
  • Assistance with preparation and distribution of monthly and quarterly client reporting
  • Travel coordination with our travel agency including transportation and hotel bookings
  • Assistance with a variety of department and team projects
  • Expense reimbursement in Workday
  • Diligent coverage of email
  • Undergraduate degree
  • Strong interpersonal, verbal, and written communication skills
  • Strong service orientation; reliable, consistent, proactive
  • Ability to work in a fast-paced and team-oriented environment, prioritizing effectively
  • Attention to detail and proficiency with Microsoft Outlook, Excel, and Word
  • Solid work ethic and positive attitude
  • Ability to use good business judgment and maintain confidentiality

Executive Assistant

280 Congress

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 GMCANINQ@wellington.com .
Wellington Management Company, LLP logo
More Jobs Like This
See more jobs