Guggenheiminvestment
Exec Asst - Client Service
New York, NY · Full-time
Sponsorship not specifiedDetected 30 days ago
Project ManagementSalesforceCRMExcelCommunicationPublic SpeakingOrganizational SkillsMicrosoft Office
About the role
- Guggenheim Investments is seeking a highly organized and proactive Executive Assistant to join our Client Service team.
- This role is based in New York City, full-time.
Responsibilities
- Manage the Head of Client Service's calendar, schedule meetings, and coordinate travel arrangements.
- Create and maintain robust tracking sheets for all meetings and calls, ensuring accurate documentation of attendees, topics, action items, and follow-ups.
- Organize and maintain confidential files, records, and client documentation.
- Support project management tasks and track progress on key initiatives.
- Perform other administrative duties as assigned to support the Head of Client Service and the broader client service team.
- In this full-time role, you will provide high-level administrative support to the Head of Client Services, serving as a trusted partner in managing the day-to-day operations of a fast-paced, client-focused environment.
Requirements
- Self-starter with the ability to anticipate needs and take initiative.
- Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook.
- Required Qualifications
- 2+ years of administrative or client-facing support experience, preferably in financial services.
- Meticulous attention to detail and strong organizational skills.
- Client-service-oriented personality with a professional and welcoming demeanor.
- Ability to manage multiple priorities and deadlines simultaneously.
- Strong written and verbal communication skills.
Nice to have
- Experience supporting senior executives in asset management or financial services.
- Experience planning and coordinating client meetings or events.
- Familiarity with conference and guest space logistics.
Compensation
- Annual base salary between
- The base salary range represents the low and high end of the anticipated base salary range for this position.
- The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
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This listing is sourced directly from Guggenheiminvestment's careers page and normalized into a canonical job model.