Ea - Investment
2 days ago
**EA - Investment Platform**
**Prestigious investment management firm in Victoria**
**Hybrid working model**
**8 am - 5 pm**
**Temp for 6 months**
My client, a leading investment manager are seeking an experienced EA to join the team of a dozen assistants supporting the Client Group.
This is an busy EA role looking after 3 to 5 Portfolio Managers so the ability to juggle priorities is paramount as is being confident, articulate and flexible in your approach.
The role is temporary for approximately 6 months, but the company are great for extending and keeping talent
Hours are typically 8 am - 5 pm and although the workload is very busy, there is no expectation to be working later.
**What you’ll do**:
- Proactive and comprehensive diary management including liaising with external stakeholders
- Managing global travel and expenses, using the external travel vendor to obtain flight and hotel options
- Creating and distributing detailed itineraries and processing expenses in a timely manner
- Onboarding of new hires and transfers in the team and working with IT to ensure systems are set up
- Creating presentations and materials for meeting, both in office and remotely
- Diligent coverage of phone lines, adhering the best practices
- Provide cover for administration across the business when absences occur
- Maintaining Salesforce (CRM)
**Who you are**:
- Previous experience supporting portfolio managers in investment is desirable
- Experience as a roadshow coordinator highly sought after
- Excellent time management
- Strong interpersonal and communication skills
- Ability to work in a fast-paced environment whilst keeping to deadlines and accommodating last-minute changes
- Strong service orientation and proactive problem-solving skills
- Positive, can-do attitude
- A mindset of growth and an inquisitive nature to be curious about the work that you do
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