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Guggenheim Investments · 2 days ago

Exec Asst, Sales Management

Chicago, IL

Full-time

Onsite

Mid Level

$80K/yr - $80K/yr

4+ years exp

Guggenheim Investments is seeking a proactive Executive Assistant to support a dynamic team in a fast-paced environment. The role involves providing direct support to the Head of Distribution, managing communications, calendars, and travel arrangements, while ensuring high-level client service and organization.

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