Surveyor | Miami Research Assistant
4 weeks ago
Title:
Surveyor Research Assistant Location(s): MiamiScope of Position: Provide administrative and organizational support for Portfolio Managers and teams.
Duties and Responsibilities:
- Coordinate high volume of internal and external meetings
- Develop relationships with broker sales teams and Investor Relations to effectively plan meetings/calls
Calendar planning:
screen for conflicts and make sure teams are coordinated for meetings (travel accommodations)
- Log corporate access and broker interactions in database
- Book travel arrangements including flight, hotel, and ground transportation for team
- Process expense reports for team
- Develop basic understanding of covered sector
- Participate in weekly team meetings
- Provide EA support and assist with occasional personal requests from portfolio manager
Company Requirements:Skills and Experience
- Bachelor's degree required
- Minimum 3-5 years administrative assistant experience, preferably within financial services (preferred, but not required)
- Proficiency in Microsoft Office (e.g., Excel, Word, PowerPoint, and Outlook) and related software
Strong time management skills:
ability to effectively balance multiple tasks with competing priorities
- Excellent organization skills and detail oriented
- Sense of ownership for one's work
- Proactive in following up on details, anticipating issues, and closing the loop on all requests
- Ability to exercise discretion when managing confidential information, working across multiple teams and functions
- Mature and strong inter-personal skills; able to interact professionally with peers and senior level management
- Must be teamwork oriented with ability to work independently
- Adept at problem solving, with ability to be flexible; may act as a resource to other administrative staff
- Excellent grammar, written and verbal communication skills
- Possess a genuine desire to learn and work in an environment where there is room for growth and increasing responsibility (short and long-term)
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