Administrative Assistant, Investment Counsel, 1832 Asset Management L.p.

Requisition ID: 164570

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Administrative Assistant, Investment Counsel, 1832 Asset Management L.P.

The Administrative Assistant, Investment Counsel is responsible for providing high level administrative support to senior members and their teams of the 1832 Asset Management portfolio management team.

Key Responsibilities

The Administrative Assistant, Investment Counsel will be responsible for the following:

• Co-ordinate domestic and international travel arrangements; ensure travel is within policy
• 4 – 6 years experience providing administrative support in an environment with a broad variety of administrative and clerical functions, including customer service, records management, committee work and report generation.
• Prepare agenda, invitation and distribute meeting packages
• Proven ability to take initiative and work independently in a high performing, deadline driven environment
• Excellent communication skills; communicate in a variety of mediums;
• Minimum two years of Financial Services experience;
• Plan & organize internal meetings, special functions and events including booking facilities and catering
• Timely submission of expense reports and account tracking
• College Diploma in a relevant discipline combined with progressively responsible administrative experience or a combination of education, training and experience deemed to be equivalent;
• Perform daily administrative functions for the Portfolio Managers and Analysts team
• Demonstrable track record of supporting fast-paced teams and championing a culture of service excellence for internal and external clients.
• Prioritize and redirect incoming mail, articles and reports in timely manner
• Accurately prepare portfolio reports; update spreadsheets and models with current market data for Portfolio Managers and Analysts team, using Excel, Simcorp, Charles River, Internet, Bloomberg or other related industry applications;
• Provide backup coverage for admin team members
• Expert level PC skills (MS Office: Excel, Word, Outlook, PowerPoint; Adobe Acrobat, web browsers) with an ability to become familiar with firm-specific programs and software
• Calendar management: co-ordinate meetings and conferences, update schedules, monitor and assist with virtual meetings
• IFIC and /or CSC certification strongly preferred;
• Communicate and collaborate with other departments to complete projects and update reporting models
• Gather research/data for presentation material, company visits, conferences, and marketing trips