Administrative Associate: Service & Operations, Advice & Wealth Management jobs in United States
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Vanguard ยท 2 hours ago

Administrative Associate: Service & Operations, Advice & Wealth Management

Vanguard is a leading investment management company committed to the long-term financial wellbeing of its clients. They are seeking a highly organized and proactive Administrative Associate to support the Head of Advice & Wealth Management Service & Operations department by providing high-level administrative support and coordinating logistics for leadership meetings and events.

FinanceFinancial Services
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Responsibilities

Provide high-level administrative support including calendar management, meeting coordination, travel arrangements, and expense reporting
Coordinate logistics for leadership meetings, forums, and events, including materials preparation and attendee communications
Maintain confidentiality and discretion in handling sensitive information
Assist with operational tasks such as equipment requests, workspace coordination, and technology setup in partnership with site support teams

Qualification

Microsoft OutlookMicrosoft TeamsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointOrganizational skillsTime managementWritten communicationVerbal communicationProfessionalismDiscretionJudgment

Required

Minimum of two years administrative or secretarial experience, preferably in a medium to large size department in a corporate setting
Exceptional organizational and time management skills with the ability to manage multiple priorities
Strong written and verbal communication skills
Proficiency in Microsoft Outlook, Teams, Word, Excel, and PowerPoint
Passion to work independently and collaboratively in a fast-paced, dynamic environment
Demonstrated professionalism, discretion, and judgment
High school diploma or an equivalent combination of training and experience; Associate's degree or Secretarial School degree preferred

Preferred

Experience supporting hybrid teams and managing virtual meeting logistics

Company

Vanguard

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Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
ic@3401
2017-03-31Non Equity Assistance

Leadership Team

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Salim Ramji
Chief Executive Officer
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Andrew Maack
Principal, Head of US Equity Index Portfolio Management
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Company data provided by crunchbase