Wellington Management offers comprehensive investment management capabilities and is seeking an Executive Assistant to support the Private Capital Formation team. The role involves logistical coordination, meeting preparation, and assisting with various administrative tasks to facilitate the team's operations.
Responsibilities
- Logistical coordination of meetings with various constituencies and proactive calendar management
- Meeting preparation including gathering, assembling, and distributing materials
- Preparing internal and client-facing documents and presentation materials
- Attending team meetings and taking/distributing meeting notes
- Obtaining data/information using various internal applications
- Organizing and facilitating team events
- Providing back-up for other department support positions as needed
- Travel coordination with our travel agency including transportation and hotel bookings
- Managing file systems, expense reporting, etc
- Diligent coverage of email
- Assist with ad hoc project work, as required, within immediate team and broader group functions
Skills
- Undergraduate degree
- Proficiency in MS Office (Word, Outlook, Excel, & PowerPoint)
- Strong interpersonal, verbal, and written communication skills
- Outstanding service orientation; reliable, consistent, proactive, and responsive
- Comfort with technology and learning new tools
- Detail orientation and a general comfort in a data-rich environment
- Excellent organizational, multi-tasking, and prioritization abilities
- Solid work ethic and positive attitude; ability to work independently and as part of a team
- Ability to use good business judgment and maintain confidentiality
- Prior administrative experience and/or investment industry background/interest will be viewed favorably
- Experience with Adobe Acrobat preferred
Benefits
- Retirement plan
- Health and wellbeing
- Dental
- Vision
- Pharmacy coverage
- Health savings account
- Flexible spending accounts
- Commuter program
- Employee assistance program
- Life and disability insurance
- Adoption assistance
- Back-up childcare
- Tuition/CFA reimbursement
- Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Company Overview
Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves. It was founded in 1933, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is http://wellington.com.Company H1B Sponsorship
Wellington Management has a track record of offering H1B sponsorships, with 79 in 2025, 52 in 2024, 62 in 2023, 91 in 2022, 82 in 2021, 62 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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