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Brown Advisory · 4 hours ago

Executive Assistant

Nashville, TN

Full-time

Onsite

Entry, Mid Level

2+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Executive Assistant role in Nashville involves diverse responsibilities including executive support, reception coverage, and event coordination.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

Responsibilities

Coordinate communications, including taking calls, responding to e-mails and interfacing with vendors, clients and other firm leaders

Proactively assist and anticipate the needs of the Office Head and other members of the team

Coordinate meetings directly with clients and prospects, assist with client and prospect meeting material preparation

Maintain calendars, schedule meetings and appointments, manage travel itineraries, and submit expense reports

Prepare meeting rooms, establish conference calls, and prepare technology for presentations

Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales opportunities, and event information

Assist broader team as needed

Maintain proper appearance of reception and entry way

Greet clients and guests as they arrive; contact employee(s) for arrival

Process and distribute incoming mail on daily basis in line with firm procedures

Manage incoming and outgoing packages

Manage office supply inventory, purchasing and vendor escalation

Receive all incoming mail, deliveries and communicate scheduling with couriers

Schedule and assist with setup of conference rooms before/after meetings

Manage food service inventory

Develop and maintain vendor relationships

Create menus and place catering orders

Keep shared colleague space/kitchens well stocked, cleaned, and organized

Coordinate internal and external events

Qualification

Client serviceMS WordMS ExcelMS OutlookSalesforce CRMProfessional demeanorTactDiscretionWritten communicationOral communicationOrganizational skillsAttention to detail