Job Description

The Executive Assistant, Investment Services will be pivotal in providing high-quality administrative and operational support to the Investment Services Group at GEM. This role encompasses coordinating investment and investor reporting, managing CRM and investment data entry, and facilitating cross-functional projects and communication to ensure seamless operations. The ideal candidate will exemplify GEM’s collaborative culture, bringing enthusiasm, integrity, humility, honesty, and curiosity to their daily responsibilities.

Key Responsibilities

The position responsibilities include, but are not limited to, the following:

• Accurately and efficiently upload, maintain, and organize reporting, documentation, and firm-related data.

• Maintain internal systems (such as CRMs and workflow tools) to ensure documents and information are properly structured, tagged, and easily accessible.

• Assist in tracking and responding to external client inquiries when senior team members are unavailable, ensuring a high level of service.

• Support document execution and facilitate seamless client onboarding and offboarding processes.

• Organize logistics and materials for team meetings, including preparing agendas, recording minutes, and distributing follow-ups.

• Gather and distribute relevant materials to equip team members for client and external stakeholder engagements.

• Efficiently coordinate professional calendars, scheduling in-person and virtual meetings.

• Arrange domestic and international travel while managing travel-related account information, including upgrades and frequent flyer accounts for Senior Team Members.

• Prepare and submit expense reports in a timely and accurate manner for Senior Team Members.

Requirements

Successful candidates will display traits inherent in GEM’s collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity.

• 2-5 years of experience in financial services, preferably in client service administrative or operational role.

• Strong professional demeanor and communication skills, both internally and externally with clients.

• Highly organized with a strong attention to detail and ability to prioritize tasks in a fast-paced environment.

• Demonstrated ability to manage workflows, enhance processes, and collaborate across teams.

Benefits

• Competitive, market-based compensation

• Comprehensive medical, dental, and vision health insurance

• Flexible Spending Account / Health Savings Account options

• Short- and long-term disability insurance

• Life insurance / AD&D

• 401(k) retirement plan with employer contribution

• Wellness reimbursement program

• Charitable donation match program

• Paid time off

• Education assistance, including certification, membership reimbursements, and more

• Team and company events

Company Culture

Every team member contributes to the GEM culture by respectfully voicing opinions, asking questions, evaluating how and why things are done, and offering solutions. This level of involvement and trust is developed through bonding opportunities over shared meals, joint celebrations, and team and firm outings.

Service is also a key element of GEM’s culture. Employees are presented with opportunities to serve both internally and externally. They can sign up to serve on various internal committees, such as the Community Engagement Committee, and volunteer with local nonprofits. GEM aims to improve the local community while encouraging its team members' spirit of giving.