About this role

Serve as a confidential administrative partner to senior leadership
Arrange domestic and international travel for executives and investment staff
Assist with special projects, event planning, and office logistics
Support onboarding and due diligence for new investment managers
Maintain legal and investment files in Laserfiche
Track and follow up on monthly, quarterly, and annual manager reporting requirements
Prepare materials, attend meetings, and record minutes for Investment Oversight Committee meetings
Assist Investment Accounting with data entry
Maintain the reception area, conference rooms, and office supply inventory
Process and log incoming/outgoing mail, FedEx shipments, and internal document routing
Order office supplies and subscriptions
Act as point of contact for conference room technology

Three (3) years of experience in administrative support or business operations
experience in an investment, financial, or legal environment is preferred
Bachelor’s degree in Business Administration, Finance, Economics, Accounting, or related field is preferred
experience coordinating office functions and supporting senior leadership is strongly desired

Administrative Specialist – Investments

Key skills