Administrative Assistant
3 weeks ago
ATG is looking for an Administrative Assistant. Our client is a private investment firm founded in 2001 that specializes in exclusive access to unique alternative investments.
Administrative Assistant to the Managing Director (“MD”)
This position will be responsible for all aspects of supporting the Managing Director of Capital Formation, enabling him to bring maximum success to the firm
Responsibilities:
- Optimize the Managing Director's time by working closely with the Capital Formation and Investor Relations Team, managing his calendar, and prioritizing key outcomes based on urgency and importance
- Administer project management tools like Asana and Salesforce to support team efficiency and collaboration
- Coordinate meetings and schedules with internal and external parties, including setting up meetings (in-person or virtual), facilitating invites, providing necessary materials in advance, and handling follow-up actions
- Plan and coordinate travel arrangements for the Managing Director, including airfare, hotels, transportation, meals, and related meetings
- Manage administrative tasks such as completing expense reports, managing receipts, and handling other necessary filings
Success as an Administrative Assistant will be measured by your:
- Ability to efficiently optimize the Managing Director's time through effective calendar and schedule management
- Ability to coordinate complex travel and accurately handle administrative tasks such as timely expense reports
- Proficiency with project management tools such as Asana and Salesforce to enhance team efficiency
- Meticulous attention to detail in organizing meetings and promptly managing action items
Requirements:
- At least 5 years serving as an Administrative Assistant, Personal Assistant, or similar role
- Experience with Asana, Smartsheet, Salesforce, or other project management software is strongly preferred
- Exceptional organizational and written communication skills and exacting attention to detail
- Constant focus on planning ahead and for the “what if” factor
- Team player with a strong work ethic
- Ability to work in a fast-paced environment under strict deadlines, and to learn quickly/ adapt on the job
- Strong technology skills with proficiency in Microsoft Office, particularly Outlook, as well as Word and Excel
Compensation Structure:
- Base salary will be commensurate with experience
- Bonus opportunity will be tied to effectiveness measured by a periodic goal-setting process, with the amount of opportunity depending on value added to the firm and firm profitability
- Participation in our matching 401k plan
- We offer a generous PTO plan, along with excellent benefits portfolio
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