Executive Assistant
$60k - $110kCFA Institute
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the Role
The Executive Assistant will provide high-level administrative and operational support to the Head of Human Resources, and a subset of the leadership team, serving as a trusted partner who anticipates needs, exercises sound judgment, and helps manage a dynamic, fast-moving agenda. This role requires strong discretion, organization, prioritization, and communication skills, with regular exposure to confidential people-related matters and frequent interaction with senior business leaders of the firm, HR colleagues, and external stakeholders.
The ideal candidate is proactive, detail-oriented, and comfortable operating with autonomy in an ambiguous, fast-paced environment. They will enjoy solving complex scheduling, calendar and logistical puzzles, supporting project coordination for HR initiatives, and using technology and AI to improve processes, increase efficiency, and create leverage for the team.
RESPONSIBILITIES
- Calendar Management : Proactively manage a complex, fast-moving calendar involving the Head of HR, coordinating with the CEO, various committees, HR Leadership Team, business leaders, and external stakeholders; anticipate conflicts, identify risks, protect focus time, and help reorient priorities when schedules shift.
- Meeting & Event Coordination : Organize logistics for internal and external meetings, often partnering closely with assistants across the firm
- Expense Management : Prepare and submit accurate expense reports in a timely manner, and review and approve expenses on behalf of the HR department.
- Travel Arrangements : Plan and book domestic and international travel, including detailed itineraries and accommodations.
- Team Support : Provide cross-coverage and backup support to other Executive Assistants and leadership teams as needed.
- Senior Stakeholder Partnership : Serve as an extension of the leader by anticipating needs, managing trade-offs, exercising sound judgment, and helping maintain momentum across a broad set of priorities.
- Relationship Building : Build strong, collaborative relationships across senior leadership offices, HR colleagues, external contacts, and the administrative assistant community to support effective coordination and partnership.
- Project & Operational Support : Track commitments, follow-ups, talent calendar milestones, upcoming deadlines, and action items from leadership teams, talent committees, and other workstreams to ensure priorities move forward and nothing falls through the cracks.
- Presentation Support : Assist in the creation and formatting of team meeting, Town Halls and other presentations using PowerPoint and copilot
- Performance Review Coordination : Manage scheduling and documentation for year-end performance activities.
- Onboarding : Lead the onboarding process for all new HR team members, ensuring a smooth and welcoming experience.
QUALIFICATIONS
- Minimum of 5 years' experience within an administrative role in a professional services organization
- Demonstrate advanced proficiency in MS Office (Word, Excel, Outlook, OneNote, and PowerPoint) and Microsoft Co-pilot, and a curiosity for improve processes and increase efficiency.
- Comfort adopting new technologies and demonstrated ability to utilize AI and data-driven insights to streamline workflows, improve operational effectiveness, and support strategic projects.
- Outstanding interpersonal and communication skills, executive presence, high level of reliability, professionalism, and absolute discretion when handling confidential and sensitive information
- Strong service orientation, proactive problem-solving skills, and the ability to anticipate needs rather than wait for direction
- Excellent organizational, multi-tasking, prioritization, and project management skills, with the ability to manage logistics, track commitments, and ensure follow-through across multiple workstreams
- Fastidious detail orientation and overall work quality
- Ability to work under deadlines, accommodate last-minute changes, and remain flexible and resilient in a fast-paced environment where priorities shift frequently
- Positive, can-do attitude; flexibility; sense of humor
- Given the early nature of the team, this role requires an in-office presence by 8:00 AM, with some earlier team meetings at 7:00 AM, with the workday concluding approximately 4-5:00 PM depending on start time. 4 days in office, 1 day flexible to work from home.
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at View email address on click.appcast.io .
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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