Administrative Assistant Office Manager

Position Overview:

We are seeking an Administrative Assistant / Office Manager to be a critical member of our 6-person London office. This is a multifaceted role with the opportunity to learn and contribute to almost every function in the firm. Responsibilities will include but not be limited to the following:

Office Manager:

Greet guests/clients and answer the phone in the reception

Manage and order supplies for the office

Responsible for all mailing and printing needs for convertible textbooks and presentation books for prospect/client meetings

Place weekly lunch orders for the office

Liaise with building management as needed

Vendor management – plant maintenance, copiers, confidential shredding bins, and office cleaners

Responsible for maintaining the timeline of interviews and conference room bookings for all on-site interview process

Monitor London/EMEA/DACH employee PTO tracking on a shared calendar

Administrative Assistant:

Assist the London office and EMEA/DACH staff with travel and expenses

Monthly AmEx reports

Booking airfare, hotel accommodations

1. Register team members for conferences - book hotels, flights, cars, etc.

Ensuring compliance with the T&E policy

Assist the Investor Relations and Business Development team with client reporting and prospecting

Pull monthly reports from the CAG portal and save them to the drive for the Global Balanced strategy

Assist with brochure and newsletter updates, commentary library

Assist with monthly and quarterly updates to the Global Balanced presentation book

Pull With Intelligence/MMD data for prospects in respective markets

Assist with CRM updates

Checking for accuracy of information input, pulling bi-weekly reports for Business Development

Assist the Investor Relations team with RFP/DD processes for GB prospects

Meeting material prep and logistics, document organization

Maintain organization of the shared drive.

Assist the Investor Relations team with Media and Public Relations

Inquiries for comments, LinkedIn posts, etc.

Qualifications:

University degree preferred

Financial service industry experience required

Microsoft 365: advanced in Outlook, PowerPoint, excel

Team Slide

Clienteer, Dynamo, general CRM experience

Excellent communication and interpersonal skills

Willingness to contribute where needed

Ability to manage multiple tasks

Prior experience:

Relevant executive/team administrative (will be helpful for when the CEO travels to London)