Executive Assistant

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

Wellington Management is seeking an Executive Assistant to provide dedicated support to investors within the firms Research Department. This role serves as a trusted administrative partner, working closely with investment professionals to navigate complex schedules, coordinate competing priorities, and ensure seamless execution across a wide range of business activities.

The Executive Assistant will play a critical role in supporting a fast-paced, highly dynamic environment, with significant responsibility for managing complex calendars, coordinating domestic and international travel, and orchestrating time-sensitive meetings and logistics. Success in this role requires the ability to anticipate needs, adapt quickly to changing priorities, and deliver thoughtful solutions with accuracy, discretion, and sound judgment.

We are seeking a highly organized, resourceful professional who thrives in a collaborative environment and takes pride in providing exceptional support. The ideal candidate combines strong attention to detail with a proactive mindset, exceptional follow-through, and a commitment to delivering a best-in-class experience for stakeholders. While prior experience in financial services is not required, an interest in investment management will be viewed favorably.

This position is particularly well suited for someone who excels at managing complexity, remains composed under pressure, and brings a sense of urgency, ownership, and professionalism to every aspect of their work. The role requires exceptional judgment in balancing shifting priorities, coordinating intricate travel arrangements, and ensuring critical meetings and commitments are executed flawlessly across a global research organization.

Primary Responsibilities

The Executive Assistant will serve as a trusted administrative partner to investors within the Research Department, helping ensure priorities are executed efficiently and business activities run seamlessly. Responsibilities include, but are not limited to:

• Provide proactive, high-quality administrative support to investment professionals, anticipating needs and helping manage competing priorities in a fast-paced environment.
• Manage complex and highly active calendars, balancing shifting schedules, competing demands, and time-sensitive internal and external meeting requests with sound judgment and attention to detail.
• Coordinate domestic and international travel, including detailed itineraries, accommodations, and last-minute changes as needed.
• Lead the planning and execution of meeting logistics, ensuring participants, materials, technology, and details are aligned for a seamless experience.
• Prepare, process, and reconcile expense reports and other administrative documentation accurately and in accordance with firm policies.
• Build strong working relationships with internal and external stakeholders, serving as a responsive, professional, and trusted point of contact.
• Exercise discretion and judgment when handling confidential information, sensitive matters, and requests requiring thoughtful prioritization.
• Provide cross-coverage and backup support to other Executive Assistants as needed, contributing to a collaborative administrative team.
• Support ad-hoc projects and initiatives, demonstrating curiosity, a willingness to learn, and a proactive approach to taking on new responsibilities.

Qualifications

• Minimum of 3 years' experience within an administrative role in a professional services organization
• Experience in the investment management industry will be viewed favorably
• Exposure to global contexts, whether professionally and/or personally, will be viewed favorably
• Advanced proficiency in MS Office with an ability and desire to learn new technology to drive efficiencies
• Demonstrated strong detail orientation, diligence and overall high work quality
• Excellent organizational, multi-tasking and prioritization abilities
• Proactive problem-solving skills and an anticipatory mindset
• High level of reliability, professionalism and discretion
• Ability to work under deadlines and to accommodate last-minutes changes
• Positive, can-do attitude; Flexibility; Sense of humor

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.