Job Application

Responsibilities

• Book and manage travel, and submit monthly expense reports using Concur Solutions
• Assist with conference & event coordination- research venues, prepare event materials, produce name badges and place cards, etc.
• Assist with office management tasks and provide back-up support to other EA- greet guests, manage conference rooms, etc.
• Marketing Mailings- manage all marketing mailings through CRM software, maintain mailings lists for white papers and webcasts
• Coordinate marketing meetings- maintain spreadsheets tracking meeting attendance, prepare and enter meeting notes into CRM, manage invitations, etc.
• Prepare marketing presentations- produce presentations in PowerPoint, bind and ship marketing materials for meetings, send materials electronically to prospective and existing investors, etc.

Requirements

• BA or BS degree preferred
• 1+ years of relevant work experience supporting senior professionals in a fast-paced environment
• Strong written and verbal communication skills.
• Prior experience within financial services is a plus
• Proficiency with Microsoft Office; specifically Word & PP

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

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