Job Description

Key Responsibilities

Executive & Investment Team Support:

Provide high-level administrative support to members of the investment team.

Prepare, format, and proofread reports, memos, and presentation materials.

Support Investment Analysts with routine reporting, as needed

Document & Records Management:

Support Corporate Secretary of Investment Committee as needed, including with preparation of bi-weekly meeting materials

Maintain digital filing systems for investment records, contracts, compliance documents, and correspondence.

Ensure document version control and easy retrieval for reporting or audit purposes.

Finance & Compliance Support (basic):

Support finance team by assisting to coordinate investment and other related wire transaction

Support KYC/AML document collection for new investments or banking partners, as required.

Manage/oversee the investments@ email for the investment team

Assist with invoice processing, expense reporting

Requirements:

Proven experience as an Office Administrator, Executive Assistant, or similar role, preferably in finance, investment management, or professional services.

Strong proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint); experience with CRMs or investment platforms is a plus.

Basic IT skills necessary to support Investment Team/liaise with client's IT Security Manager

Excellent organizational skills and attention to detail.

Strong written and verbal communication skills.

Ability to handle confidential information with discretion.

A proactive, service-oriented mindset with a "no task too small" attitude.

Ability to work and think independently

Bachelor's degree preferred but not essential if offset by relevant experience.

Job Type: Full-time

Pay: $45,000.00-$50,000.00 per year

Experience:

Executive Assistant/Office Admin: 3 years (required)
Work Location: Remote