Office Manager/Executive Asst

Position provides administrative support for client service and event planning functions in an investment management firm. Position also provides executive support for the CEO, Chief Investment Officer, and President as well as office support for a variety of other general office responsibilities, including answering telephones, processing incoming mail and checks, responding to telephone inquiries, and providing general administrative assistance. Core individual responsibilities include: coordination, production and distribution of quarterly client and performance reporting; preparation of client meeting materials; general clerical and administrative responsibilities; coordination of client investment seminars and other events and seminars; mailings, electronic communications, and social media; preparation and coordination for participation in industry conferences for business development; assists with the development and maintenance of all marketing materials and website; assists with proposals for new business.