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    Executive Assistant - Dallas, United States - North Bridge Staffing Group

    North Bridge Staffing Group
    North Bridge Staffing Group Dallas, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    My client is an Global Equities Firm looking to hire a Research Assistant for their Greenwich office. This position is onsite Monday-Friday, working 45-50 hours per week.

    The role, Research Assistant, will focus on supporting 1 Investment Team and working closely with Corporate Access, Portfolio Managers, and Broker Sales Teams. A very multi-faceted role and exposure to top leadership

    Will provide EA/PA support to the Portfolio Manager and light support to the team of Associates and Analysts (~ 6 people). Will work closely with corporate access to plan and coordinate roadshows, field trips, and conference. Will also assist with attending town halls and taking notes and maintain research files.

    Duties and Responsibilities

    • Coordinate high volume of internal and external meetings
    • Develop relationships with broker sales teams and Investor Relations to effectively plan meetings/calls
    • Calendar planning: screen for conflicts and make sure teams are coordinated for meetings (travel accommodations)
    • Log corporate access and broker interactions in database
    • Book travel arrangements including flight, hotel, and ground transportation for team
    • Process expense reports for team
    • Develop basic understanding of covered sector
    • Participate in weekly team meetings
    • Provide EA support and assist with occasional personal requests from portfolio manager

    Company Requirements:

    • Bachelor's degree required
    • Minimum 3-5 years administrative assistant experience, preferably within financial services (preferred, but not required)
    • Proficiency in Microsoft Office (e.g., Excel, Word, PowerPoint, and Outlook) and related software
    • Strong time management skills: ability to effectively balance multiple tasks with competing priorities
    • Excellent organization skills and detail oriented
    • Sense of ownership for one's work
    • Proactive in following up on details, anticipating issues, and closing the loop on all requests
    • Ability to exercise discretion when managing confidential information, working across multiple teams and functions
    • Mature and strong inter-personal skills; able to interact professionally with peers and senior level management
    • Must be teamwork oriented with ability to work independently
    • Adept at problem solving, with ability to be flexible; may act as a resource to other administrative staff
    • Excellent grammar, written and verbal communication skills
    • Possess a genuine desire to learn and work in an environment where there is room for growth and increasing responsibility (short and long-term)
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