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 Wealth team seeks an Executive Assistant (EA) to support the relationship management efforts of the firm’s US wealth business. The Executive Assistant plays an integral part of our client‑facing efforts within the Client Group, providing dedicated support to a number of client facing professionals. The EA also works closely with other assistants in the group and on their team to meet the needs of the business. This position works with the US Wealth team on a day‑to‑day basis but is also part of the Client Platform’s broader administrative team.
Responsibilities
High volume of meeting coordination including Outlook meeting requests, conference room booking, security clearance, catering
Event and onsite management
Proactive calendar management
Database maintenance in Salesforce
Expense reimbursement
Travel coordination
Assistance with preparation and distribution of monthly and quarterly client reporting materials
Presentation preparation and distributing materials
Diligent coverage of email
Assistance with a variety of department and team projects
Qualifications
Undergraduate degree
Prior experience in administrative support
Strong interpersonal, verbal, and written communication skills
Strong service orientation; reliable, consistent, proactive
Ability to work in a fast‑paced and team‑oriented environment, prioritizing effectively
Attention to detail and proficiency with Microsoft Outlook, Excel, and Word
Solid work ethic and positive attitude
Ability to use good business judgment and maintain confidentiality
Benefits Base salary range: USD 55,000 — 100,000. The range takes into account the wide range of factors that are considered when making compensation decisions, including skill sets, role, skills, experience, certifications, and education. Base salary is only one component of Wellington’s total compensation approach. Additional rewards may include a discretionary Corporate Bonus and/or Incentives. Comprehensive benefits include 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 and paid time off.
Equal Opportunity Statement Wellington Management is an equal opportunity employer. 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 a candidate has a disability or requires an accommodation to apply, please email GMWTalentOperations@wellington.com.
#J-18808-Ljbffr
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 Wealth team seeks an Executive Assistant (EA) to support the relationship management efforts of the firm’s US wealth business. The Executive Assistant plays an integral part of our client‑facing efforts within the Client Group, providing dedicated support to a number of client facing professionals. The EA also works closely with other assistants in the group and on their team to meet the needs of the business. This position works with the US Wealth team on a day‑to‑day basis but is also part of the Client Platform’s broader administrative team.
Responsibilities
High volume of meeting coordination including Outlook meeting requests, conference room booking, security clearance, catering
Event and onsite management
Proactive calendar management
Database maintenance in Salesforce
Expense reimbursement
Travel coordination
Assistance with preparation and distribution of monthly and quarterly client reporting materials
Presentation preparation and distributing materials
Diligent coverage of email
Assistance with a variety of department and team projects
Qualifications
Undergraduate degree
Prior experience in administrative support
Strong interpersonal, verbal, and written communication skills
Strong service orientation; reliable, consistent, proactive
Ability to work in a fast‑paced and team‑oriented environment, prioritizing effectively
Attention to detail and proficiency with Microsoft Outlook, Excel, and Word
Solid work ethic and positive attitude
Ability to use good business judgment and maintain confidentiality
Benefits Base salary range: USD 55,000 — 100,000. The range takes into account the wide range of factors that are considered when making compensation decisions, including skill sets, role, skills, experience, certifications, and education. Base salary is only one component of Wellington’s total compensation approach. Additional rewards may include a discretionary Corporate Bonus and/or Incentives. Comprehensive benefits include 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 and paid time off.
Equal Opportunity Statement Wellington Management is an equal opportunity employer. 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 a candidate has a disability or requires an accommodation to apply, please email GMWTalentOperations@wellington.com.
#J-18808-Ljbffr