Mon - Fri 8:00am-4:45pm (216) 771-3450
Mon - Fri 8:00am-4:45pm (216) 771-3450

Job Title: Administrative Assistant

Employer:  Boyd Watterson Asset Management

Location: Cleveland, OH

Description

Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment.

Company Overview

Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in real estate, fixed income, and equity products. We provide investment solutions to a broad range of institutional clients and to high net worth clients, mainly through intermediaries.

Our investment strategies focus on stable income with a moderate risk profile. The real estate products are mainly delivered through private funds that primarily own and operate commercial buildings under lease to agencies of the US government, and state and local governments. Our fixed income and equity products are delivered through separately managed accounts, mutual funds, and intermediaries. We offer a broad range of products in the fixed income space and focus on large capital income-oriented strategies in the equity space.

The Opportunity

We are looking for an experienced Administrative Assistant to join our growing Administrative Services Department in support of the marketing/distribution team and other executives of BWAM to enable them to achieve their respective duties and responsibilities.

Major Duties and Responsibilities:

  • Provide administrative support to assigned executives and teams;
  • Provide excellent customer service to clients and consultants;
  • Prepare and distribute reports  
    • Prepare and distribute internal meeting materials
    • Assemble meeting or presentation materials for client and prospective client meetings 
  • Travel and expenses
    • Manage relationship with external travel providers (AmTrav, rental car companies, etc.)
    • Provide training and assistance on travel and expenses to internal parties
    • Perform monthly expense audits 
  • Backup to other Administrative Assistants during absences, vacations or as workflow dictates.  
    • As backup to the AA/Receptionist, general office maintenance and administrative duties as described on the attached exhibit.
    • As part of the administrative team, provide backup and assistance to other team members as needed.
  • Other duties as assigned

Major Duties and Responsibilities:

  • Respect for confidential information
  • Proficient with Microsoft Office; high level of experience with Excel, Word, and PowerPoint
  • Ability to prioritize and multi-task in a fast-paced environment
  • Excellent organizational skills
  • Excellent written and verbal communication skills 
  • Excellent interpersonal skills
  • Ability to work well with all levels of internal staff as well as outside clients, consultants, etc.

 

Boyd Watterson offers a competitive compensation package.  Our benefits include Medical, Dental & Vision Plans, Life Insurance, Health Savings Accounts, Flexible Spending Accounts, 401(k) plus match, Paid Time Off (PTO) and Holidays. 

 

Interested candidates can follow the link to apply:

https://recruiting.paylocity.com/Recruiting/Jobs/Details/1065265

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