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Exec Asst - Client Service

Guggenheim Partners -
New York, NY

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Job Details

Full-time
$75,000 a year

Qualifications

Microsoft Outlook
Serving clients
Presentation software
Sales management systems proficiency
CRM system proficiency

Full Job Description

Position Summary

Guggenheim Investments is seeking a highly organized and proactive Executive Assistant to join our Client Service team. In this full-time role, you will provide high-level administrative support to the Head of Client Services, serving as a trusted partner in managing the day-to-day operations of a fast-paced, client-focused environment.

This role is based in New York City, full-time.

Responsibilities

Manage the Head of Client Service’s calendar, schedule meetings, and coordinate travel arrangements.
Create and maintain robust tracking sheets for all meetings and calls, ensuring accurate documentation of attendees, topics, action items, and follow-ups.
Answer and direct incoming phone calls promptly and professionally, taking detailed messages and ensuring timely follow-up.
Process expense reports, invoices, and purchase orders in accordance with company policies.
Organize and maintain confidential files, records, and client documentation.
Assist in the preparation and follow-up of client meetings, including agenda creation, minute-taking, and action item tracking.
Coordinate departmental events, training sessions, and team activities.
Support project management tasks and track progress on key initiatives.
Prepare, proofread, and distribute correspondence, reports, presentations, and meeting materials.
Perform other administrative duties as assigned to support the Head of Client Service and the broader client service team.

Qualifications

Required Qualifications

2+ years of administrative or client-facing support experience, preferably in financial services.
Meticulous attention to detail and strong 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.
Strong written and verbal communication skills.
Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook.

Preferred Qualifications

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.

Salary Range

Annual base salary between

$75,000.00

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

About Guggenheim Investments

We focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results.

Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses. Visit the link below to review our current openings and job descriptions and to apply today.

We offer compelling opportunities for self-starters who take great pride in the quality of their work and seek to exceed expectations. We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities.

Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimInvestments.com, and follow us on LinkedIn.

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