Job Description:

RVK is an independently owned, national firm with headquarters in Portland, OR and regional offices in Boise, ID, Chicago, IL, and New York, NY. We provide unbiased investment consulting services to nearly 200 institutional clients, including corporations, public retirement systems, Taft-Hartley funds, non-profit organizations, non-pension operating funds, high-net-worth individuals and families, and other special purpose funds. The heart of RVK is our team-centered approach to client service, provided by our experienced team of investment consulting professionals. RVK is one of the ten largest investment consulting firms in the world, as reported by Pensions & Investments, and is the only firm to be named a Greenwich Quality Leader among large U.S. investment consultants for a third consecutive year.*

The Executive Assistant/Project Support Team (PST) Manager provides critical support to all company departments through a team structure. This position requires communication with staff, clients, investment managers, custodian banks, and other third-party vendors.

Duties and Responsibilities

Executive Assistant

• Provide administrative support to two or more consultants
  
  
  • Manage high activity calendars
  
  
  • Process expense reports
  
  
  • Arrange and monitor travel accommodations
  
  
  • Coordinate meetings as requested
  
  


• Provide client support for supported consultants
  
  
  
  • Track all client requests / emails / deliverables to ensure a response or completion
  
  
  • Coordinate meetings with internal staff and clients
  
  
  • Coordinate manager invitations for client meetings
  
  
  • Format correspondence and presentation materials
  
  
  • Coordinate production and shipping of client materials
  
  
  • Maintain the CRM with all meeting, materials, and contact information
  
  


• Complete ad hoc tasks assigned

PST Manager

The PST Manager provides a critical supervisory role to the PST department, and requires coordination of PST members across all offices. All PST members will be direct reports to the PST Manager with the exception of the IMR, Boise, Chicago, and New York admins, which will be cross-reports requiring coordination with the direct report manager of each individual. 

• Adhere to a high level of confidentiality


• Mentor department staff; facilitate ongoing PST training sessions


• Complete annual performance appraisal for department staff


• Approve and manage timesheets for direct reports


• Balance department PTO requests to ensure adequate coverage


• Manage company use of Concur expense reporting system; regularly review and analyze company travel expenses; coordinate reviews of travel expense data with CFO; manage travel agency relationship


• Meet weekly with CFO to discuss PST initiatives or issues


• Represent PST department on various committees


• Coordinate client communication for ADV announcements, holiday cards, quarterly commentary, and other needs


• Responsible for various facility tasks (ordering swag, conference room ware, etc.)

Minimum Qualifications

• Minimum of five (5) years of experience as an Administrative/Executive Assistant with experience managing and supporting a deadline-driven team.


• Bachelor’s degree preferred, but not required. Significant work experience may meet the Bachelor’s degree preference.

Preferred Qualifications

• Knowledge of the financial services industry and professional service companies helpful but not required.


• Demonstrated ability to lead through example and mentorship


• Demonstrated organizational skills and attention to detail with the ability to manage high-level tasks; demonstrated growth in quality of work and job responsibilities


• Ability to perform a variety of highly responsible, complex, and confidential functions involving the use of independent judgment and personal initiative


• Ability to work independently and as a team to problem-solve and develop workable solutions from complex and ambiguous data; ability to ask the right questions and find the right people for answers


• Ability to work in a deadline-driven environment and handle multiple tasks simultaneously


• Excellent written and oral communication skills; strong interpersonal skills with polished internal and external client service skills


• Demonstrated contributions to team environment and team advancement


• Friendly, professional work demeanor; bility to maintain a positive attitude even under the most stressful situations


• Good judgment, flexibility, creativity, and sensitivity in response to changing situations and needs


• Advanced knowledge of Microsoft Suite (Excel, Word, Outlook, PowerPoint, Adobe)


• Advanced knowledge of booking travel

Additional Information

RVK offers a competitive benefits package to full-time regular employees including medical, dental, vision, life, 401(k) retirement plan, pretax medical flexible-spending, dependent care, pretax transportation with subsidy after one year of service, tuition reimbursement to enhance career development, and a generous paid-time-off program. Come join a company that rewards hard work and appreciates its employees!

To learn more about our company, please visit us at http://rvkinc.com. For consideration, please apply through our company website by clicking on Career Opportunities on the Contacts page. You will need to submit a cover letter summarizing how your experience meets the qualifications and résumé. We request that you submit your materials in a .doc or .pdf file format.

We review all applications and will contact only those candidates whose skills, experience, and qualifications meet our requirements for the position. Please do not contact us regarding the status of your application.

All applications must be through the company website. No direct solicitations will be accepted. RVK supports workforce diversity and is an Equal Employment Opportunity (EEO) Employer. As an EEO employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.

No phone calls, faxes, or temporary staffing agencies, please. We look forward to receiving your application!

*Between July and October 2019, Greenwich Associates conducted interviews with 1,100 individuals at 896 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, endowments and foundations with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset managers and investment consultants, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. RVK is one of three firms recognized in the large investment consultant category. The ratings may not be representative of any one client’s experience with RVK; rather they are representative of those clients submitted and that chose to participate in the survey. The results are not indicative of RVK’s future performance. To read the Greenwich article, please click here.

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