FAQs
What is the role of the Executive Liaison?
The Executive Liaison provides administrative support, including coordinating monthly team meetings, managing complex calendars for senior leaders, and collaborating with teams across the Investment Management division.
Where is the Executive Liaison position located?
The position is primarily based in Boston, MA or Springfield, MA, with a hybrid work schedule.
What are the key responsibilities of the Executive Liaison?
Key responsibilities include calendar management, scheduling meetings, preparing meeting agendas, finalizing high-level materials, responding to inquiries, ordering supplies, scheduling travel arrangements, and supporting onboarding/offboarding activities.
What qualifications are required for this position?
A high school diploma (or equivalent) and a minimum of 5+ years of related experience in executive administration or similar roles are required.
What are the ideal qualifications for an Executive Liaison?
The ideal candidate should have a Bachelor’s Degree, 7+ years of experience in senior executive administration within the financial services industry, 2+ years in event planning, and proficiency with various technological tools, including Microsoft Office, Concur, and Workday.
Is event planning a significant part of the Executive Liaison's responsibilities?
Yes, the Executive Liaison is expected to have experience in event planning, calendar management, and meeting coordination as part of their role.
What skills are important for the Executive Liaison position?
Important skills include strong communication abilities, high attention to detail, time management, proactive problem-solving, teamwork, relationship-building, and adaptability in a fast-paced environment.
Will the Executive Liaison have opportunities for professional development?
Yes, the role includes regular meetings, mentorship opportunities, and access to learning content to support professional growth.
What type of environment will the Executive Liaison be working in?
The environment is fast-paced, requiring the ability to work autonomously and collaboratively, while managing complex administrative tasks and interacting with various stakeholders.
How will the performance of the Executive Liaison be supported by the organization?
The company promotes regular check-ins with the Strategy and Planning team, focused one-on-one meetings with the manager, and provides access to various networking and mentorship opportunities.
What kind of tools and software should the Executive Liaison be familiar with?
The Executive Liaison should be well-versed in Microsoft Office Suite (Word, Excel, PowerPoint), Concur, Workday, and communication tools like Zoom, Teams, and Slack.