Administrative Assistant

Key Responsibilities: Manage team calendars, schedule appointments, and coordinate meetings Manage email correspondence Use a CRM system or lead management tools to maintain accurate and up-to-date records of inquiries and requests from LPs and GPsDevelop and maintain a library of templates for commonly used communication materials Coordinate the logistics of panelists and speakers, including managing travel and accommodations, coordinating schedules, and ensuring a seamless and professional event experience Prepare and distribute event invitations, confirmations, and other communications, ensuring that all attendees are informed and prepared Organize and maintain LPs/GPs files, documents, and other materials, ensuring that they are easily accessible and up-to-date Design and create forms for various purposes, including surveys, feedback forms, and data collection Manage attendee lists and ensure that all attendees have been properly registered and uploaded Send out notifications and reminders to attendees Perform other related duties as required

Required Education & Experience: Bachelor’s degree 5+ years of work experience as an admin in the financial industry

Required Skills: Extremely strong organizational skills A quick worker, who can multi-task as appropriate and knows when to hustle Quick to learn new programs and systems Strong email and tech skills Strong analytical, critical reasoning, and problem-solving skillsA “people person” who enjoys relationship-building Ability to work independently as well as part of a team Expertise using Microsoft Outlook Strong written communication skills Ability to travel as needed

Compensation: $70,000 annual salary Discretionary annual bonus Healthcare