Executive Assistant

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 (EA) will provide comprehensive support to four leaders of our Investment Implementation and Trading team, to include the Department Head. This role serves as the key gatekeeper and coordinator for the executives, requiring a high level of judgment, discretion, and outstanding collaboration across a broad community of both internal and external parties. The ideal candidate is an experienced administrative professional with a demonstrated ability to work with senior executives in a financial or professional services environment. The Executive Assistant must exhibit exceptional attention to detail in a fast-paced, logistically complex, and deadline-driven environment, paired with a proactive, anticipatory mindset and strong problem-solving skills. We believe that being together in person better equips us to respond to dynamic market changes. Our current hybrid model—four days in the office and one day remote—encourages collaboration, fosters spontaneous interactions that are less likely to occur in virtual settings, and supports a healthy balance between teamwork and individual flexibility. RESPONSIBILITIES The EA will manage the overall daily support needs of the team, including but not limited to: · Complex and proactive calendar management for the Department Head and three Director level positions. · Manage Department Head’s obligations as Chair for two committees at the firm · Expertly manage domestic and international executive travel, coordinating all logistics to ensure seamless experiences and swiftly resolving any disruptions. · Coordinate and manage logistics for internal and external meetings and events – both in-person and hybrid – across multiple time zones, ensuring seamless execution and stakeholder alignment · Partner with the executive and Human Resources on Year End activities (for example: scheduling performance reviews, compensation discussions, Partner meetings) · Manage a high volume of requests and emails daily, using initiative and discretion due to sensitivity of data · Develop and maintain strong collaborative relationships with multiple internal and external constituencies · Corporate Card expense tracking and reporting · Detailed materials preparation in Word, Excel, PowerPoint, OneNote and other internal systems · Provide cross-coverage and back-up support to other Administrative/Executive Assistants · Assist with ad hoc projects and other work as required QUALIFICATIONS · Minimum of 3 years of experience as an executive assistant supporting senior management (Department Head, Director, SVP), OR · Minimum of 5 years of experience in an administrative role within a professional services organization, OR · A combined total of 5 years of experience as an Executive Assistant and/or in an administrative role that demonstrates a clear ability to succeed in this role · Prior experience in fast paced roles in the investment management or financial services industry is strongly preferred · Proven expertise in coordinating and managing complex executive travel arrangements · Experience coordinating projects and planning events that require external and cross-functional collaboration. · Advanced proficiency in Microsoft Office Suite, with a demonstrated ability and enthusiasm for learning new technologies to enhance efficiency (Copilot, Power Platform) · Ability to proactively identify and resolve problems without substantial guidance · Analytical, detail-oriented mindset with a sense of ownership over outcomes · Demonstrates excellent organizational skills with the ability to safeguard executive time, prioritize competing requests, and manage shifting requirements · High degree of professionalism, reliability, and discretion in handling sensitive information · High emotional intelligence with the ability to remain composed, resilient, and positive in high-pressure situations · Outstanding interpersonal and communication skills, both written and verbal, with a proven track record of world-class customer service and building strong relationships · Global exposure—whether through professional or personal experiences—is considered an asset 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 r ace, 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 55,000 - 100,000 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 (EA) will provide comprehensive support to four leaders of our Investment Implementation and Trading team, to include the Department Head. This role serves as the key gatekeeper and coordinator for the executives, requiring a high level of judgment, discretion, and outstanding collaboration across a broad community of both internal and external parties. The ideal candidate is an experienced administrative professional with a demonstrated ability to work with senior executives in a financial or professional services environment. The Executive Assistant must exhibit exceptional attention to detail in a fast-paced, logistically complex, and deadline-driven environment, paired with a proactive, anticipatory mindset and strong problem-solving skills. We believe that being together in person better equips us to respond to dynamic market changes. Our current hybrid model—four days in the office and one day remote—encourages collaboration, fosters spontaneous interactions that are less likely to occur in virtual settings, and supports a healthy balance between teamwork and individual flexibility. RESPONSIBILITIES The EA will manage the overall daily support needs of the team, including but not limited to: · Complex and proactive calendar management for the Department Head and three Director level positions. · Manage Department Head’s obligations as Chair for two committees at the firm · Expertly manage domestic and international executive travel, coordinating all logistics to ensure seamless experiences and swiftly resolving any disruptions. · Coordinate and manage logistics for internal and external meetings and events – both in-person and hybrid – across multiple time zones, ensuring seamless execution and stakeholder alignment · Partner with the executive and Human Resources on Year End activities (for example: scheduling performance reviews, compensation discussions, Partner meetings) · Manage a high volume of requests and emails daily, using initiative and discretion due to sensitivity of data · Develop and maintain strong collaborative relationships with multiple internal and external constituencies · Corporate Card expense tracking and reporting · Detailed materials preparation in Word, Excel, PowerPoint, OneNote and other internal systems · Provide cross-coverage and back-up support to other Administrative/Executive Assistants · Assist with ad hoc projects and other work as required QUALIFICATIONS · Minimum of 3 years of experience as an executive assistant supporting senior management (Department Head, Director, SVP), OR · Minimum of 5 years of experience in an administrative role within a professional services organization, OR · A combined total of 5 years of experience as an Executive Assistant and/or in an administrative role that demonstrates a clear ability to succeed in this role · Prior experience in fast paced roles in the investment management or financial services industry is strongly preferred · Proven expertise in coordinating and managing complex executive travel arrangements · Experience coordinating projects and planning events that require external and cross-functional collaboration. · Advanced proficiency in Microsoft Office Suite, with a demonstrated ability and enthusiasm for learning new technologies to enhance efficiency (Copilot, Power Platform) · Ability to proactively identify and resolve problems without substantial guidance · Analytical, detail-oriented mindset with a sense of ownership over outcomes · Demonstrates excellent organizational skills with the ability to safeguard executive time, prioritize competing requests, and manage shifting requirements · High degree of professionalism, reliability, and discretion in handling sensitive information · High emotional intelligence with the ability to remain composed, resilient, and positive in high-pressure situations · Outstanding interpersonal and communication skills, both written and verbal, with a proven track record of world-class customer service and building strong relationships · Global exposure—whether through professional or personal experiences—is considered an asset 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 r ace, 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 55,000 - 100,000 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 salaryis 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 an d paid time off (leave of absence,paid holidays, volunteer, sick and vacation time) Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. 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. #J-18808-Ljbffr