Asset & Wealth Management, Alternatives Investing, Administrative Assistant, Dallas

Description

Position Overview:

Provide high-level proactive administrative support to a complex team of Managing Director & Vice President Investors. This role requires a high degree of multitasking discretion and the ability to navigate a dynamic corporate environment.

Job Summary & Responsibilities:

• Provides dedicated & dynamic administrative support to multiple investors across our Alternatives Investing sleeves including our impact investing business the Urban Investment Group.
• Proactively coordinate and maintain complex and extremely dynamic calendars including coordination of senior-level internal/ external meetings and conference calls strategically prioritizing meeting requests and all related logistics.
• Anticipate potential calendar conflicts and engagements while proactively resolving all scheduling challenges. Responds and follows up on client requests in a timely manner.
• Handles highly confidential and sensitive client information with the utmost discretion.
• Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner.
• Coordinates all travel arrangements both domestic and internation including visa procurement and other requirements
• Meticulously process and track expense reports in a timely manner reconciling credit card statements or related expenses in compliance with company policy
• Prepares and distributes correspondence agendas letters reports or other documents as requested
• Supports general office administrative duties (ticket distribution copying filing faxing archiving supplies etc) ad-hoc projects facilities management and/or event planning as requested.
• Organizes and ships materials to clients as needed; tracks delivery and confirms receipt when appropriate.
• Partners with conference catering and other event vendors to support client engagements as needed.
• Maintains understanding of firm policies and can handle certain issues independently.

Qualifications:

• Experience supporting multiple executive(s) in a complex environment preferably in financial services private sector or government.
• Demonstrated ability to manage multiple priorities anticipate needs and proactively adapt to rapidly challenging demands.
• Ability to exercise excellent judgment and discretion in dealing with confidential material or handling highly sensitive information.
• Requires excellent interpersonal and communication skills both written & verbal. Ability to display a consistent professional degree of communication.
• Extreme attention to detail and organizational skills with ability to prioritize tasks.
• Highest degree of integrity professionalism and diplomacy is required.
• Strong proficiency in MS Word Excel PowerPoint and Outlook is required .
• Familiar with expense platforms such as SAP Concur
• Supportive team player with a positive attitude.
• Ideal candidate has at least 5 years of experience.

This role is fully onsite in the Downtown Dallas office.

Required Experience:

Junior IC