Exec Asst, Sales Management jobs in United States
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Guggenheim Partners · 3 months ago

Exec Asst, Sales Management

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through innovative solutions. They are seeking a proactive Executive Assistant to support the Head of Distribution, providing administrative support and managing communications in a fast-paced environment.

FinanceFinancial ServicesVenture Capital

Responsibilities

Provide administrative support to Head of Global Distribution
Prioritize emails and phone calls, gather documents to prepare for meetings and coordinate travel arrangements
Manage calendar for Head of GI Global Distribution, including making appointments and prioritizing the most sensitive matters
Keep communications organized for easy access to most important information
Conduct expense report and approval form documentation training for GI sales new hires
Provide assistance to GI sales in completing compliance approval forms
Own the GI Distribution (Intermediary and Institutional) travel request documentation process
Serve as team liaison to travel vendor Ovation and internal travel team
Manage reimbursements to partner firms for Intermediary Sales sponsored events

Qualification

Executive Assistant experienceFinancial services experienceExcel skillsPowerPoint skillsOrganizational skillsCommunication skillsProblem-solving skillsLearning agilityAccountabilityInterpersonal skillsAttention to detailCollaboration skills

Required

Bachelor's degree
Experience as an Administrative Assistant, Executive Assistant, Sales Assistant or similar roles
Must have work experience using Excel, Office and PowerPoint for presentations and reports
Experience with coordinating travel and meeting arrangements
Experience with managing calendars in different time zones
Experience with submitting expense reports
Experience with Travel request process

Preferred

Approximately 4 years of related experience supporting at least one senior executive; experience within financial services preferred
Strong interpersonal, organizational, communication and problem-solving skills
Intermediate to advanced skills in Excel, Office and PowerPoint for presentations and reports
Ability to effectively communicate and collaborate with diverse personalities in all levels of management, as well as outside vendors and clients
Ability to demonstrate discretion in handling confidential data and dealing with high-level executives
Organized, detail oriented and extremely thorough while having confidence, poise and communication skills necessary to ensure work processes are accurately and appropriately completed
Learning agile, adapts quickly and appropriately
Collaborative and energized by the open exchange of ideas
Maintains accountability and accepts responsibility
Strict attention to detail
Able to prioritize appropriately

Company

Guggenheim Partners

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Guggenheim Partners is a diversified financial services firm, offers investment management and banking, and insurance services.

Funding

Current Stage
Late Stage

Leadership Team

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Alexander Ramirez
Senior Managing Director - Technology, Media & Telecom (TMT)
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Joe McCurdy
Senior Managing Director
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Company data provided by crunchbase