Executive Administrative Assistant supporting President of RCG Mexico. Providing broad administrative support and coordinating office operations in Cancun.
About the role
- Executive Administrative Assistant supporting Managing Directors in a global investment office. Managing calendars, travel, and providing administrative support in a fast-paced environment.
Responsibilities
- Manage complex executive calendars, resolving scheduling conflicts and communicating updates to Managing Directors
- Coordinate domestic and international travel, including flights, hotels, and ground transportation; prepare detailed travel itineraries and liaise with trip organizers
- Vet and prioritize requests for meetings, events, and media appearances
- Prepare and submit expense reports in a timely and accurate manner
- Maintain records of client interactions in Salesforce
- Manage the team’s master client and field engagement calendar
- Screen and direct phone inquiries appropriately
- Plan, organize, and execute team and department-wide meetings and events
- Provide administrative support on ad hoc projects and initiatives
- Assist with creating presentations and preparing meeting summaries
- Utilize AI tools to improve efficiency and support administrative workflows
- Support special projects and initiatives led by the department’s Chief Operating Officer
Requirements
- Bachelor’s degree required
- 2+ years of professional experience, ideally in an administrative or sales assistant role
- Interest in financial services; familiarity with Morgan Stanley or the wealth management industry is a plus
- Exceptional organizational and time-management skills, with the ability to manage multiple priorities
- Detail-oriented self-starter with a proactive mindset and strong problem-solving abilities
- Sound judgment with the ability to prioritize and make decisions in a fast-paced environment
- Energetic, motivated, and eager to take on new challenges and initiatives
- Familiarity with AI tools, agents, or productivity platforms and an interest in leveraging them to improve efficiency and workflows
- Comfortable interacting with senior executives and external stakeholders
- Excellent computer skills including Outlook, Word, PowerPoint, and Excel
- Strong writing, editing, and proofreading skills
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Ample opportunity to move about the business
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