外资资管公司
EA
银行业
人力资源
上海
经验不限
本科
面议
职位描述
Executive Assistant – Asset Management Firm
Takeaway: This role blends Executive Assistant responsibilities with Team Assistant support, ensuring seamless operations for senior leaders and the broader investment team.
Position Overview
The Executive Assistant / Team Assistant provides comprehensive administrative and operational support to senior executives and the investment team within an asset‑management environment. This role ensures efficient daily operations, supports team coordination, manages sensitive
Key Responsibilities
Executive & Administrative Support
Calendar Management — Coordinate complex calendars, schedule meetings, and manage time‑sensitive priorities.
Travel Coordination — Arrange domestic and international travel, itineraries, visas, and accommodations.
Expense Management — Process reimbursements, track budgets, and ensure timely submission of expense reports.
Document Preparation — Draft, edit, and format presentations, reports, meeting materials, and correspondence.
Team Assistant Responsibilities
Meeting Support — Organize team meetings, prepare agendas, take minutes, and track action items.
Office Coordination — Maintain office supplies, coordinate with vendors, and support general office operations.
Team Logistics — Assist with team events, training sessions, onboarding logistics, and internal communications.
Data & Filing — Maintain shared drives, organize files, and ensure accurate record‑keeping.
咨询顾问
Jason Yuan
HR Practice Leader
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