Description

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

The Sustainable Investment Group is seeking an Executive Assistant to provide administrative support to a senior team of investment professionals in a fast-paced, dynamic environment. This role demands exceptional judgment, precision, and the ability to manage complex, high-volume priorities across a global organization. The Executive Assistant will oversee complex scheduling, travel, and meeting logistics, while proactively anticipating needs and resolving issues with discretion, efficiency, and professionalism.

Serving as a trusted partner to managers and directors, this individual will be instrumental in enabling leaders to remain focused on investment execution and strategic decision-making. The ideal candidate is adaptable, collaborative, and comfortable navigating change while handling sensitive and confidential matters. While prior investment management experience is not required, a strong interest in the business is highly valued. Over time, the role offers expanded scope, including participation in proxy stewardship initiatives, and provides meaningful exposure to the investment platform within a high-performing, mission-driven organization.

RESPONSIBILITIES

The Executive Assistant will serve as a strategic administrative partner to the Sustainable Investment Group, providing comprehensive support that enables the team to operate at the highest level. Key responsibilities include:

• Deliver high-level, proactive administrative support to Managers and Directors, ensuring seamless day-to-day operations within a fast-paced, global investment environment.

• Own and manage highly complex calendars across multiple time zones, exercising sound judgment to prioritize competing demands and anticipate potential conflicts.

• Coordinate domestic and international travel, including detailed itineraries, logistics, and real-time problem resolution as plans evolve.

• Plan and execute logistics for internal and external meetings, investor interactions, offsites, and team events, partnering effectively with internal teams and external stakeholders.

• Prepare, review, and distribute detail-oriented materials such as meeting preparation packets, daily reports, and internal communications with a high degree of accuracy and professionalism.

• Participate in select team meetings to capture key decisions, action items, and follow-ups, ensuring appropriate documentation and continuity.

• Process expense reports efficiently and accurately, maintaining compliance with firm policies and procedures.

• Act as a central point of contact for the team, representing leaders with discretion, professionalism, and a strong service mindset.

• Provide cross-coverage and backup support for other Executive Assistants, contributing to a collaborative and flexible administrative team model.

• Support ad-hoc projects and broader initiatives as needed, demonstrating intellectual curiosity, adaptability, and a willingness to take on increasing responsibility over time.

QUALIFICATIONS

• Minimum of 3 years' experience within an administrative role in a professional services organization

• Experience in the investment management industry will be viewed favorably

• Exposure to global contexts, whether professionally and/or personally, will be viewed favorably

• Advanced proficiency in MS Office with an ability and desire to learn new technology to drive efficiencies

• Demonstrated strong detail orientation, diligence and overall high work quality

• Excellent organizational, multi-tasking and prioritization abilities

• Proactive problem-solving skills and an anticipatory mindset

• High level of reliability, professionalism and discretion

• Ability to work under deadlines and to accommodate last-minutes changes

• Positive, can-do attitude; Flexibility; Sense of humor

Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com .

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.