Wellington Management · 21 hours ago
Executive Assistant
Wellington Management offers comprehensive investment management capabilities and is seeking an Executive Assistant to support their Private Investments team. The role involves managing calendars, coordinating meetings, arranging travel, and maintaining confidential information while fostering collaborative relationships within the firm.
AdviceAsset ManagementFinanceFinancial ServicesInsurance
Responsibilities
Complex and proactive global calendar management
Coordinate logistics for internal and external meetings or events
Willingness to learn, use and help develop internal systems that help the function
Schedule domestic and international travel arrangements
Handle daily expense tracking and reporting
Maintain various types of confidential information
Develop and maintain strong collaborative relationships with multiple internal and external constituencies
Provide cross-coverage and back-up support to other Assistants in the Privates function
Assist with ad hoc project work, as required, within immediate team and broader functions
Qualification
Required
Minimum 3 – 5 years of experience in a complex, global professional environment; experience in the investment management industry will be viewed favorably
Advanced proficiency in MS Office (Word, Excel, Outlook, OneNote & PowerPoint) with an ability and desire to learn new technology to drive efficiencies
Outstanding interpersonal and communication skills, plus high level of reliability, professionalism and discretion
Strong service orientation and proactive problem-solving skills
Excellent organizational, multi-tasking, and prioritization abilities
Fastidious detail orientation and overall work quality
Ability to work under deadlines and to accommodate last-minutes changes
Positive, can-do attitude; flexibility; sense of humor
The firm's current hybrid working policy is minimum 4 days per week in office
Preferred
Undergraduate degree with strong academic credentials preferred
Benefits
Retirement plan
Health and wellbeing
Dental
Vision
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Company
Wellington Management
Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.
H1B Sponsorship
Wellington Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (79)
2024 (52)
2023 (62)
2022 (91)
2021 (82)
2020 (62)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-12-30
2025-12-17
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