Guggenheim Investments
OfficeAdministration&Assistant
“Office Administration & Assistant at Guggenheim Investments. Skills: administrative support, client service, calendar management, travel booking, expense processing, Salesforce, project management, client meeting planning, logistics coordination. Provide administrative support to two Senior Client Service Executives including calendar management, travel booking, expense processing, phone support, and projects as requested. Manage and maintain Salesforce contact records, ensuring accuracy and com”
What They're Looking For.
Must Have
2+ years of administrative or client-facing support experience, preferably in financial services, Meticulous attention to detail and organizational skills, Self-starter with the ability to anticipate needs and take initiative, Client-service-oriented personality with a professional and welcoming demeanor, Ability to manage multiple priorities and deadlines simultaneously, written and verbal communication skills, Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook
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
What You'll Do.
Provide administrative support to two Senior Client Service Executives including calendar management
and projects as requested
Manage and maintain Salesforce contact records
ensuring accuracy and completeness
Manage mailing lists and distribution groups across client and internal communications
Track and manage specific projects as assigned
ensuring milestones and deadlines are met
Save and organize industry reports and client materials to shared drives
Complete special projects for the client service support team as needed
Take the lead on planning approximately 24 highly bespoke client meetings per quarter
each with very specific and unique requirements
Coordinate all logistics for onsite and offsite client service meetings and events
and participant requirements
Manage multiple conference room and guest space calendars
requiring detail-oriented correspondence with meeting organizers and other administrative staff
Manage guest registration and related analysis as needed
and clean up catering as necessary for client meetings
Provide administrative support to guests during visits
and confirm receipt of messenger services and other mailings
How You'll Work.
Communication Scope
written and verbal communication skills
Process & Methodology
Track and manage specific projects as assigned, ensuring milestones and deadlines are met, planning client meetings, coordinating logistics for client service meetings and events
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