How You’ll Help Us Build a Confident Future (Key Responsibilities)
- Manage Microsoft Outlook calendar, inbox, and key contacts.
- Schedule and coordinate meetings / conference calls; prepare related materials / correspondence; print materials.
- Manage travel, expense reports, catering, meeting/events, distribution lists, Gifts and Entertainment System entries, etc.
- Coordinate the onboarding of new hires
- Respond to inquiries for information and provide follow-up on requests to ensure resolution.
- Handle confidential/sensitive information.
- Prepare weekly reports for the DCIO Sales team activities
- Input ratio logs on a daily basis and transaction logs on a weekly basis
- Prepare a bi weekly Sales Opportunities report
- Prepare the monthly Attribution Report for the DCIO Team
- Assist in the preparation and/or coordination of presentations, reports and spreadsheets by preparing and editing text, slides and other materials.
- Proactively prepare leaders for meetings, anticipating needs of the team on a daily basis.
- Prioritize and manage multiple assignments, following through on issues promptly and effectively.
- Provide other general administrative assistance and project support as needed.
What You Need to Succeed (Required Qualifications)
- 7+ years working as an Executive Assistant or similar capacity.
- Ability to manage own performance independently and effectively, exhibiting excellent time management, strong organization and detail orientation.
- Able to maintain confidentiality and display high degree of integrity and judgement.
- Proficient/fluent in Microsoft Office programs.
- Highly professional in presence and communication skills (oral and written).