What are the responsibilities and job description for the Executive Assistant position at Wellington Management?
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About The Role
The Executive Assistant will provide administrative support to the Corporate Access and Research Services and Market Data Services teams on the COO. These teams play a central coordination and partnership role between investors, companies, and external research providers. The COO function encompasses a broad cross-section of initiatives and functions that cut across the platform including Business Management, Corporate Access and Research Services, Stewardship & Proxy Voting, Market Data Services, and Business Intelligence and Enablement. The ideal candidate will possess strong organizational, multi-tasking skills and excellent attention to detail along with outstanding service-orientation, mature judgment, and diplomacy. They will be a team player with a strong work ethic and the capacity to prioritize in a deadline-driven environment.
Responsibilities
The Executive Assistant will manage the overall daily support needs of the team, including:
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
Benefits
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About The Role
The Executive Assistant will provide administrative support to the Corporate Access and Research Services and Market Data Services teams on the COO. These teams play a central coordination and partnership role between investors, companies, and external research providers. The COO function encompasses a broad cross-section of initiatives and functions that cut across the platform including Business Management, Corporate Access and Research Services, Stewardship & Proxy Voting, Market Data Services, and Business Intelligence and Enablement. The ideal candidate will possess strong organizational, multi-tasking skills and excellent attention to detail along with outstanding service-orientation, mature judgment, and diplomacy. They will be a team player with a strong work ethic and the capacity to prioritize in a deadline-driven environment.
Responsibilities
The Executive Assistant will manage the overall daily support needs of the team, including:
- Manage complex and proactive calendar scheduling across multiple time zones for a global team.
- Coordinate logistics for internal and external meetings, offsites, and events.
- Preparation and submission of expense reports, ensuring they are completed accurately and submitted in a timely manner.
- Arrange domestic and international travel, including itineraries and accommodations.
- Generate various reports using internal and external information systems.
- Ensure Executive Assistants across the firm are trained in the Corporate Access tools that the team uses.
- Provide cross-coverage and backup support to other Assistants and related leadership groups.
- Support ad-hoc projects as needed, partnering with both the immediate team and broader firm leadership.
- Serve as a capable and reliable note taker for meetings and discussions.
- Build strong relationships across the firm to work effectively and solve problems collaboratively.
- Demonstrate advanced proficiency in MS Office (Word, Excel, Outlook, OneNote, and PowerPoint) and a willingness to learn new technologies to enhance efficiency.
- 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.
- Demonstrated flexibility and adaptability in a dynamic environment, with the ability to seamlessly adjust to evolving priorities, shifting stakeholder needs, and changes in coverage.
- Positive, can-do attitude; flexibility; sense of humor.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
Benefits
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.