Guggenheim Services, LLC

Administrative Assistant

Job Locations US-CA-Santa Monica
Posted Date 2 months ago(2/8/2023 6:01 PM)
Job Category
Administrative/Executive Support
Position Type

Position Summary

Guggenheim Investments is seeking an Administrative Assistant to support a Senior Managing Director and a Managing Director. The position involves travel planning, calendar maintenance, expense submissions and other administrative tasks. The assistant will be involved in communicating with teams across the firm as well as with others outside the firm to plan, calendar, organize and follow up on meetings. Candidates should be top performers who are willing to work hard in an entrepreneurial environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.

Essential Job Functions

  • Coordinate, plan for, and ensure all materials and other preparation are complete to ensure successful calls, meetings, and trips, including
  • Manage schedules for on- and off-site meetings
  • Assist with internal and external meetings and conference presentations
  • Prepare and develop PowerPoint presentations, Word documents, Excel spreadsheets and dashboards as directed
  • Arrange meeting preparation and participation: prepare agenda in advance and arrange meeting facilities; act as recording secretary (prepare action minutes if applicable); provide back-up data prior to meetings/calls
  • Manage complex calendars.
  • Manage schedules for phone calls as well as on and off-site meetings.
  • Coordinate all travel arrangements including preparation of trip briefing book and feedback/follow-up log.
  • Assist executive with managing deadlines for incoming requests and take action as needed.
  • Prepare mailings/FedEx Shipments.
  • Create and submit expense reports including pre-authorization requests.
  • Perform other related duties as assigned or requested.

Preferred Qualifications

  • Bachelor’s degree in Business, Finance, Office Management, or a related field.

Basic Qualifications

  • 1 – 4 years related administrative experience; C-Level executive exposure a plus.
  • Strong interpersonal, organizational, communication and problem solving skills
  • Strict attention to detail while able to prioritize issues appropriately
  • Ability to demonstrate discretion in handling confidential data and dealing with high-level executives
  • Strong computer skills include, but are not limited to Microsoft Outlook, Microsoft Project.
  • Demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement.
  • Treat all information as highly confidential.
  • Organized, detail-oriented and extremely thorough.
  • Must be a hands-on and willing to roll up their sleeves to perform any and all responsibilities needed to ensure success.
  • Located in Santa Monica office.

Salary Details

The annual base salary for this role is $85,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

About Us

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: Guggenheim Investments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.

Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.


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