19 days old

Administrative Assistant

Boyd Watterson Asset Management
Cleveland, OH 44114
  • Job Code

Boyd Watterson is a fast-growing company that focuses on sustaining our collegial culture as it expands. Honesty and integrity are fundamental to our character and relationships. Our managers are dedicated to being available and attentively listening to employees.

The Opportunity

The Administrative Assistant is responsible for providing administrative support to the CEO, Deputy CIO, CFO, Controller, Executive Administrator, and other executives of BWAM to enable them to achieve their respective duties and responsibilities.

Company Overview

Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.

Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield. Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide, as well as state and local government agencies. Our equity capabilities are focused on domestic and dollar-denominated international large-capitalization, income-oriented strategies. We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions.

Provide administrative support to assigned executives

  • Maintain Outlook calendars and contacts, as well as the BWAM meeting calendar.
  • Schedule on-site and off-site meetings; To include the coordination of attendee calendars, creation of meeting material, reservation of meeting space and/or conference lines, catering coordination and scheduling of travel for all attendees.
  • Arrange travel for assigned executives and complete expense reports.
  • Monitor and balance the CEO's checking account and corporate card account statements used for travel expense payments and prepare checks for signature.
  • Organize and maintain files.

General office maintenance and administrative duties as described on the attached exhibit.

  • Prepare and Distribute reports
  • Assemble meeting or presentation materials for client and prospective client meetings.
  • Maintain client records.
  • Prepare reports for presentation, draft memos, edit documents, prepare mailings to clients and special notifications as required.

Assist Accounting Department with administrative tasks

  • Billing and collection
  • Production of management reporting
  • Regular auditing of expenses and travel to ensure compliance with policy

Backup to other Administrative Assistants during absences, vacations or as workflow dictates As part of the administrative team, provide backup and assistance to other team members as needed.

Other duties as assigned

Education, Skills, Personal Characteristics and Work Experience Requirements

  • Respect for confidential information
  • Proficient with Microsoft Office
  • Ability to prioritize and multi-task in a fast-paced environment
  • Excellent organizational skills
  • Excellent written and verbal communication skills
  • Excellent interpersonal skills
  • Ability to work well with all levels of internal staff as well as outside clients, consultants, etc.



Posted: 2021-03-25 Expires: 2021-04-25
Sponsored by:
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Administrative Assistant

Boyd Watterson Asset Management
Cleveland, OH 44114

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