Administrative Team Assistant, Investment Management

The role

This person will provide administrative support to the Family Office team in Investment Management. They will coordinate external meetings for multiple team members and assist with team-wide initiatives.

What you will do

• Provide administrative support to multiple team members
• Coordinate external and client meetings across multiple calendars and time zones
• Assist with coordinating internal meetings, team events, lunches, and investment education sessions
• Work collaboratively with the existing Executive Assistant team to provide additional administrative coverage
• Provide additional administrative and team project support

Required qualifications

• 1+ years of administrative experience in a corporate environment supporting multiple individuals
• Able to work effectively and adapt quickly in an entrepreneurial, ever-changing environment
• Strong time management skills
• Ability to handle multiple concurrent assignments with a high degree of accuracy and discretion
• Ability to meet deadlines in a high-pressure environment
• Strong proficiency with Microsoft Outlook

Nice to have

• Experience with Customer Relationship Management (CRM) platforms such as Salesforce
• Familiarity with AI tools and technologies

Benefits

• Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment
• Life and disability insurance coverage
• Family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare
• A matching 401(k) program
• Commuter Benefits program
• Stipends to support wellness and hybrid working arrangements
• Support for professional designations/certifications
• Tuition reimbursement
• Allocation for books and other supplies needed for coursework
• Smart-casual dress code

About the company

ICONIQ is a global investment firm with over $100B assets under management. They seek to build resilient investment portfolios and partner with inspired entrepreneurs.