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Executive Assistant - OA Private Capital
Summary
Title:Executive Assistant - OA Private Capital
ID:2598
Location:Grand Rapids, MI
Job Type :Full-time
Company:OA Private Capital
Description
The Opportunity
The Executive Assistant will provide primary administrative and executive support to the OA Private Capital Executives and Managing Directors. The Executive Assistant will foster team communication, provide cross-training for back-ups, and partner with other Executive and Administrative Assistants on calendaring, travel, and projects.

Our Unique Benefits
At OA Private Capital, we are intentional about enriching our culture and employee experiences through a unique blend of benefit offerings that include:
  • Robust health insurance options with competitive employer contributions.
  • 401k retirement plan with a generous employer match of up to 7.5%.
  • Competitive bonus program (position dependent).
  • Grab and Go Deli/Market with employer-provided account credit of $650/year.
  • Paid Time Off (PTO) starting at 22 days per year in addition to 9 paid holidays.
  • Fun culinary experiences and connecting with co-workers at monthly catered lunches, free of charge to employees.
  • Employer paid parking in the heart of downtown Grand Rapids.
  • Education and training reimbursement programs.
  • Discounted memberships to MVP Sportsplex.

What You'll Do
  • Demonstrates professionalism and courtesy in representing OA Private Capital through interaction with top level executives, investors, fund managers, principals, consultants, and fellow employees.
  • Handles multiple priorities and deadlines with exemplary follow through and confidentiality.
  • Exhibits foresight in recognizing potential problems, needs and/or inefficiencies, and proactively proposes alternative, creative, and innovative ways to best accomplish superior outcomes.
  • Schedules appointments and maintains calendar system; sets up conference calls and coordinates meeting arrangements; greets visitors; keeps daily schedule on track.
  • Organizes all aspects of travel arrangements for out-of-town meetings; domestic and international commercial/private flights and all logistics for the trip including creating trip itineraries. Coordinates travel with other executives and their assistants.
  • Completes expense reports for Executives, Managing Directors, and various team members.
  • Posts and maintains information in Customer Relationship Management (CRM) system, intranet/portal including shared contacts, industry conferences, notes, and correspondences.
  • Performs a variety of administrative functions; prepares correspondence, reports, and memos; creates new and maintains existing files; sends faxes, letters, and emails on behalf of executives.
  • Works closely with the OA Private Capital team on all peripheral duties in connection with OA Private Capital's annual meeting, including but not limited to participants’ travel information, hotel accommodations, ground transportation, catering, and dissemination of information to meeting participants.
  • Works with staff to assist in coordination of special projects.
  • This job profile is not meant to be all inclusive of the responsibilities of this position; may perform other duties as assigned or required.

What You'll Bring
  • Associate degree and/or a minimum of seven years of executive or administrative support experience required; professional office experience required.
  • Flexible availability, as position requires ability to be attentive to urgent matters before and after hours and occasionally respond to requests on weekends.
  • Interest in or knowledge of financial markets and/or legal field desirable; some background in or exposure to accounting, banking, legal and/or finance helpful.
  • Experience arranging sophisticated travel (domestic and international) and corporate events.
  • Ability to build professional relationships with executives and administrative support staff and other key contacts and clients.
  • Demonstrates a commitment to diversity, equity, and inclusion through continuous development, modeling inclusive behaviors and proactively managing bias.
  • Exhibits high emotional intelligence.
  • Able to work in a cross-functional team environment.
  • Excellent organization skills with ability to initiate, prioritize, follow through on projects and work independently with little to no supervision or direction.
  • Strong judgment and comfort-level working with confidential, sensitive, and proprietary information, as well as an uncompromising commitment to the highest level of confidentiality.
  • Works quickly and efficiently with calm demeanor. Exudes confidence in ability to handle all situations and requests. Uses discretion and sound judgment on when to handle directly and what items require executive input. Consideration and poise to interrupt meetings and working sessions to prioritize demands.
  • Leads with a servant heart; demonstrates willingness and positive attitude consistent with top level customer service.
  • Demonstrated proficiency in Microsoft Suite, knowledge of Smartsheet and CRM systems.

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