Asset & Wealth Management - Administrative Assistants - ATLANTA, GA in Atlanta, GA at honor foundations

Date Posted: 9/20/2024

Job Snapshot

Job Description

Who We Are

With more than $2 trillion in assets under supervision, our leading global active asset manager with a top alternatives business delivers investment and advisory services across public and private markets for the world’s foremost institutions, financial advisors and individuals.

Private Wealth Management Asset & Wealth Management - Southeast Region Head Administrative Assistant 

Job Summary & Responsibilities: 

  • Support Southeast Region Head for Private Wealth Management in the US, provide administrative support in complex team environment. 
  • Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics.
  • Handles highly confidential and sensitive information. 
  • Manages a high volume of phone calls and interacts with high-level business leaders and clients in a professional and effective manner. 
  • Coordinates logistics for PWM client calls, ad hoc and recurring MD meetings; including aligning schedules, teleconference rooms and managing calendar conflicts on an ongoing basis. 
  • Coordinates a high volume of domestic and international travel arrangements and processes expense reports in timely manner.  
  • Prepares and distributes correspondence, agendas, letters, reports or other documents as requested. 
  • Supports the onboarding of new hires, processes new employees, transfers, termination, within region.  
  • Maintains understanding of firm policies and can handle certain issues independently.
  • Organizes and ships materials to clients as needed. Responds and follows up on client requests.
  • Orders office supplies & inventory as requested. 
  • Works with conference and catering services for client engagements as needed.
  • Responsible for participation in general Atlanta office administrative duties, ad-hoc projects, or group events

Qualifications: 

  • Experience supporting high level executives in a complex environment. 
  • Ability to exercise good judgment and discretion in dealing with confidential material or handling highly sensitive information. 
  • Demonstrates high degree of integrity and confidentiality.
  • Requires excellent interpersonal and communication skills. 
  • Extreme attention to detail. 
  • Ability to solve problems quickly and efficiently. 
  • Strong knowledge of general business and corporate culture. 
  • Quick learner and self-starter with excellent anticipation skills; problem solving; follow up. 
  • Strong organizational skills and ability to prioritize tasks. 
  • Comfortable working with people at all organizational levels
  • Strong proficiency in MS Word, Excel, PowerPoint and Outlook is required
  • Familiar with expense platforms such as SAP Concur 
  • Team player with a positive attitude. 
  • Prefer 3+ years of experience. 

Candidate must be located onsite in Atlanta office. 

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