Executive Assistant

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 five largest investment consulting firms in the world, as reported by Pensions & Investments, and is the only firm to be named a Coalition Greenwich Quality Leader among large U.S. investment consultants for a fourth consecutive year.* RVK ranked first (or tied for first) in 11 of the 14 key metrics evaluated in the survey

Job Summary

The Executive Assistant independently provides critical support to a Consultant(s) in a team environment, including ongoing communication with Consultant(s) and other internal or external clients. The Executive Assistant will also independently support the administrative needs of the Boise office.

Duties and Responsibilities

• Manage high activity Consultant calendar(s) and provide reminders as needed
• Coordinate travel in adherence to company policy and monitor ongoing travel changes
• Edit and format memos, letters, and PowerPoint presentations
• Review and proof client documents after revisions
• Book catering or restaurant reservations as directed
• Track all client requests, emails, and deliverables to ensure response or completion
• Coordinate print job requests of client presentations
• Coordinate client or team meetings with internal staff, clients, and third parties
• Reconcile and process travel expenses
• Enter and maintain all client meeting due dates and contact information in our CRM
• Welcome visitors by greeting them, in-person or over the phone
• Answer and direct all incoming phone calls and voicemail transfers; take messages as appropriate
• Prepare conference room for client meetings
• Act as liaison to building management
• Maintain relationships with various vendors for office supplies, water, coffee, mail, and staffing
• Keep snacks, office supplies, and shared office spaces organized
• Ship and receive packages and mail
• Work with Information System (IS) to troubleshoot problems, and coordinate with the IS department regarding all system upgrades and changes
• Set up computers for new employees, if needed, as directed by IS
• Collect and send all new employee documents to the HR Manager at company headquarters
• Complete I-9 form for all new hires
• Communicate with CFO to ensure the Boise office operates consistent with company policy and culture
• Complete any additional ad hoc tasks as needed.

Minimum Qualifications

• Bachelor’s Degree, or 3 – 5 years of experience of applicable work experience may be substituted for a degree
• Two years or more of experience supporting a deadline driven team in a professional office environment
• Ability to work standard business hours Monday through Friday

Preferred Qualifications

• Ability to work independently within a team environment
• Strong work ethic
• Friendly, professional work demeanor
• Good judgment, flexibility, creativity, and sensitivity in response to changing situations and needs
• Proficient skills with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
• Strong analytical skills
• Independent problem-solving
• Ability to work with complex and ambiguous data, and develop workable solutions
• Ability to ask the right questions, and find the right people for answers
• Strong organizational skills and attention to detail
• Excellent written and oral communication skills
• Ability to work in a deadline-driven environment and handle multiple tasks simultaneously
• Ability to effectively communicate progress and follow through on assigned tasks
• Strong internal and external client service and interpersonal skills
• Ability to perform a variety of highly responsible, complex, and confidential functions involving the use of independent judgment, problem solving skills, and personal initiative
• Ability to analyze situations carefully and adopt effective courses of action
• Knowledge of the financial services industry helpful, but not required

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 2020, Coalition Greenwich (previously known as Greenwich Associates), conducted in-person and phone interviews and online surveys with 856 professionals at 704 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, endowments and foundations, insurance general accounts, and healthcare organizations, 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 that chose to participate in the survey. The results are not indicative of RVK’s future performance. To read the Coalition Greenwich article, please refer to: https://www.greenwich.com/press-release/covid-19-crisis-put-investment-consultant-advisory-capabilities-test