Executive Assistant to the Chief Executive Officer

Executive Assistant to the Chief Executive Officer

Executive Assistant to the Chief Executive Officer

Endowment Partners is an institutional investment advisory firm dedicated to supporting clients in the endowment and foundation space. The Firm is seeking to hire a world-class Executive Assistant to partner with our Founder & CEO, Diane Tuntland. Diane is a highly motivated leader who is obsessed with delivering excellence to the Firm's clients. The chosen individual will work closely with Diane to enable greatness and will play a critical role in supporting the growth of the Firm. This position is ideal for an individual with a high level of motivation, professionalism, organization, attention to detail, and discretion.

If you are exceptional at what you do and are excited about the prospect of joining our team as the Executive Assistant to the CEO, please submit a cover letter and resume to Human Resources : hr@endowmentpartners.com

Job Title : Executive Assistant to the CEO

Compensation and Conditions : A range of$55,000 - $70,000 annually (based on experience) for the full-time, in-person position of Executive Assistant to the CEO

Reports To :

Chief Executive Officer

Primary Duties and Responsibilities :

• Work directly with the CEO to support all aspects of their daily work and personal routine.
• Maintain the CEO's calendar, including scheduling meetings, appointments, speaking engagements, and travel arrangements.
• Exercise discretion in committing time and evaluating needs.
• Serve as a liaison between the CEO, and Endowment Partners staff and the public. This includes receiving and screening phone calls and visitors, answering a variety of questions with tact and diplomacy, taking messages, and directing calls appropriately for resolution.
• Coordinate work with other Endowment Partners staff as needed; play a key role in the coordination of staff efforts.
• Provide coordination, productivity management, monitoring, and communication of response for all Requests for Proposal and similar projects for prospective clients.
• Assist in intake and onboarding new clients including new account paperwork, opening client accounts, facilitating asset transfers, and communication with clients.
• Assist in the development of performance reports, presentations, proposals, PowerPoint presentations, financial spreadsheets, special reports, and marketing materials for internal and external audiences.
• Determine priority of matters of attention for the CEO; redirect matters to staff to handle, or handle matters personally, as appropriate.
• Keep the CEO advised of time-sensitive and priority issues, ensuring appropriate follow-up.
• Track progress and manage follow up on any "moving parts" or "wheels in motion" activities.
• Handle printing, faxing, mailing of letters and packages, copying, filing, and email messages.
• Sort and triage mail; maintain e-mail and other address directories including the CRM system, paper and electronic filing systems.
• Compose and prepare letters relating to routine correspondence for the CEO's signature.
• Schedule departmental meetings; assist in the preparation and distribution of meeting agendas and materials.
• Prepare, reconcile, and submit expense reports.
• Maintain confidential and sensitive information.
• Attend meetings and take notes of discussion; prepare the initial draft of minutes and summaries.
• Other additional and / or alternative duties as assigned from time to time.

Qualifications

Must share the values of the Firm : integrity, excellence, discipline, and continual improvement.

Bachelor's degree in Business, Finance, Operations, or related field

2–3 years of experience in executive administrative work, preferably in finance, professional services, or consulting

Strong technology skills; familiarity with iOS operating systems, Google Workspace, Advyzon or similar CRM database, and Canva

Excellent organizational abilities and keen attention to detail

Ability to manage multiple priorities in a deadline-driven environment

Exceptional interpersonal and communication skills, with a friendly and professional demeanor and a team-oriented mindset

Comfortable working within established compliance guidelines, processes, and procedures; familiarity with financial regulations is a plus

Preferred Attributes

Comfort working in a small, collaborative team environment

Process-focused with a mindset for continuous improvement

Proactive problem solver with strong follow-through

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Administrative

Industries

Investment Management

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