1.Leverages the executive's time by performing administrative duties related to the scope of the executive's responsibilities. These duties include but are not limited to: Scheduling appointments, preparing correspondence, coordinating catering requests, compiling agendas, screening calls and visitors, coordinating complex travel arrangements and processing expense reports. Additionally, they coordinate both internal and external meetings, maintain extremely active calendars and maintain filing and organization of work.
2.Manage information flow. Coordinate appropriate materials for meetings, appointments and presentations through a variety of sources related to the investment process including Spyderweb for batch reports and will be responsible for the circulation of research material to investment staff globally. Bring to the executive's attention only those matters for which they need to be informed of and which must receive immediate attention.
3.Compiles, creates and maintains various reports, databases and charts using various software applications, including the RMS research database. The incumbent is also primarily responsible for the maintenance of the Investment Library.
4.Provides back-up support to teams. Works collaboratively to ensure coverage needs are met. Identifies opportunities to improve and streamline the quality and efficiency of work. Responsibilities include handling the office incoming and outgoing mail, screen calls for the Senior Management team and handle their meeting schedules for the day. Consequently is required to demonstrate a good understanding of their role including the production of the weekly investment pack, pulling data from various sources such as Spyderweb, Through regularly participating in investment support team meetings, understands the department's processes.