Exec Asst, Sales Management

Overview

Guggenheim is seeking a proactive Executive Assistant to support a dynamic team in a fast-paced environment, providing direct support to the Head of Distribution. The ideal candidate will exercise excellent judgment, have exceptional communication skills, and demonstrate strong client service. The successful candidate will have prior experience in an executive assistant role and be comfortable interacting with senior executives across the firm.

This position is in the Chicago office and full-time.

• Provide administrative support to Head of Global Distribution.
• Prioritize emails and phone calls, gather documents to prepare for meetings, and coordinate travel arrangements.
• Manage calendar for Head of GI Global Distribution, including making appointments and prioritizing the most sensitive matters.
• Keep communications organized for easy access to important information.
• Conduct expense report and approval form documentation training for GI sales new hires.
• Provide assistance to GI sales in completing compliance approval forms.
• Own the GI Distribution (Intermediary and Institutional) travel request documentation process.
• Serve as team liaison to travel vendor Ovation and internal travel team.
• Manage reimbursements to partner firms for Intermediary Sales sponsored events.

• Preferred Qualifications:
  • Approximately 4 years of related experience supporting at least one senior executive; experience within financial services preferred.
  • Strong interpersonal, organizational, communication and problem-solving skills.
  • Intermediate to advanced skills in Excel, Office and PowerPoint for presentations and reports.
  • Ability to effectively communicate and collaborate with diverse personalities at all management levels, as well as outside vendors and clients.
  • Discretion in handling confidential data and dealing with high-level executives.
  • Organized, detail-oriented, and thorough with strong communication and poise.
  • Learning agile, adapts quickly and appropriately.
  • Collaborative and energized by open exchange of ideas; maintains accountability and accepts responsibility.
  • Strict attention to detail; prioritization skills.
• Basic Qualifications:
  • Bachelor’s degree.
  • Experience as an Administrative Assistant, Executive Assistant, Sales Assistant or similar roles.
  • Proficiency with Excel, Office and PowerPoint for presentations and reports.
• Experience with:
  • Coordinating travel and meeting arrangements.
  • Managing calendars across different time zones.
  • Submitting expense reports.
  • Travel request process.