Senior Administrative Assistant

Posted 10 Days Ago
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Wakefield, MA
Hybrid
Mid level
Fintech • Software
Personalized Investing at Scale®
The Role
Provide comprehensive administrative support to the CEO and executive team, manage calendars, coordinate meetings, assist with employee engagement, and prepare presentations.
Summary Generated by Built In

Vestmark is looking for a Senior Administrative Assistant to provide full administrative support to the CEO with additional assistance to the executive team. The role will report to the Chief People Officer to assist management with daily and long-term strategic initiatives as well as play a key role in assisting with employee engagement.   A successful candidate will be able to fully meet the executive team's requirements and to provide services which significantly contributes to their overall performance and effectiveness.

Responsibilities:

  • Calendar management (through Microsoft Outlook) primarily for the CEO and for several Executive team members which includes scheduling, prioritizing and managing conflicting priorities.
  • Coordinate internal and external executive-level meetings, being responsible for meeting planning, organization, scheduling, booking conference rooms, catering and distributing meeting materials.
  • Facilitate quarterly Board of Directors meetings and related logistics.
  • Support the CEO and Chief People Officer to plan and organize quarterly team meetings.
  • Support the Chief People Office as a program manager for the company’s Employee Engagement program, in partnership with the human resources team.
  • Assist the Talent Acquisition team to schedule executive-level candidates for interviews.
  • Process travel and expense reports for Executives using the Travel & Expense system.
  • Main point of contact between Executives and with employees/clients.
  • Respond promptly to Executives’ queries, assessing their needs and suggesting effective solutions.
  • Draft and design presentations and reports using Microsoft Office Suite, particularly with PowerPoint, Word and Excel
  • Work on various projects in collaboration with other supporting members of cross-functional teams
  • Other duties as assigned

 Requirements:

  • 3+ years of administrative assistance experience
  • Associate's degree required, bachelor's preferred
  • Expert-level experience with Microsoft Office, specifically Outlook, Word and PowerPoint

Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information.  #LI-TG1 #LI-Onsite

Top Skills

Excel
Microsoft Office Suite
Microsoft Outlook
PowerPoint
Word

What the Team is Saying

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The Company
HQ: Wakefield, MA
400 Employees
Hybrid Workplace
Year Founded: 2001

What We Do

Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.

Why Work With Us

Our employees are the reason we've been named Best Places to Work by Boston Business Journal FIVE years in a row! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.

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Vestmark, Inc. Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.

Typical time on-site: 3 days a week
HQWakefield, MA
Our company is conveniently located in Wakefield just north of Boston. We also offer a hybrid work option for those who are more comfortable at home.

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