• Proficiency with Word, Excel, PowerPoint, Outlook, and Acrobat. Prepare, update, maintain and disseminate various reports, assist in creation/formatting of presentations and complete special projects as needed 

• Manage executive’s calendar including scheduling meetings, setting up conference calls, arranging travel, etc

• Provide full secretarial and clerical duties such as typing correspondence, filing, faxing, copying, and ordering supplies

• Provide research support to the group

• Answer phones as needed

• Prepare/distribute meeting notices and make dining/conference room reservations

• Prepare and coordinate travel arrangements and corresponding travel itineraries

• Prepare travel authorizations and expense reports ensuring that they conform to the travel and reimbursement policies, prior to approval

• Manage contacts and organize business cards

• Sort and distribute department mail and faxes

• Strong team player. Must be willing to offer assistance to all department members when there is a need

Incumbent must have a minimum of five years experience working in a corporate environment. An understanding of the investment management industry is desirable.  College degree preferred.  Must be available to start work at 7 a.m. or earlier.