Executive Assistant

Posted 6 Days Ago
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Baltimore, MD, USA
In-Office
65K-80K Annually
Mid level
Financial Services
The Role
Provide high-quality administrative support to multiple investment professionals: manage calendars and meetings, arrange domestic and international travel and expenses, prepare and distribute presentations and reports, support recurring team processes and vendor management, assist onboarding, and handle confidential information. Improve processes, collaborate with EAs and internal teams, and support special projects to ensure smooth day-to-day operations.
Summary Generated by Built In

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Brown Advisory is seeking a professional, proactive, and highly organized Executive Assistant to provide administrative support to colleagues within the Institutional Business. This role supports multiple investment professionals, including portfolio managers and research analysts, by coordinating schedules, preparing materials, managing logistics, and helping ensure day-to-day activities run smoothly.

The successful candidate will be highly organized, adaptable, and detail-oriented, with strong communication skills and the ability to manage multiple priorities while handling confidential information with discretion. This position is well suited for someone who enjoys supporting a team, thrives in a collaborative environment, and takes pride in delivering high-quality work.

Position Summary

Brown Advisory is seeking a professional, proactive, and highly organized Executive Assistant to provide administrative support to colleagues within the Institutional Business. This role supports multiple investment professionals, including portfolio managers and research analysts, by coordinating schedules, preparing materials, managing logistics, and helping ensure day-to-day activities run smoothly.

The ideal candidate is resourceful, adaptable, detail-oriented, and service-oriented, with the ability to manage multiple priorities, communicate effectively, and handle confidential information with discretion. This position is well suited for someone who enjoys supporting a team, thrives in a collaborative environment, and takes pride in delivering high-quality work.

Primary Duties and Responsibilities

The primary duties and responsibilities include, but are not limited to:

  • Provide administrative support to multiple colleagues across the Institutional Business, including portfolio managers, research analysts, and other investment professionals.

  • Schedule and coordinate meetings, maintain calendars, manage meeting logistics, and assist with preparation of agendas, materials, notes, and follow-up items as needed.

  • Arrange domestic and international travel, prepare itineraries, and process expense reports.

  • Prepare, edit, format, and distribute presentations, reports, meeting materials, and other business documents, ensuring accuracy and professionalism.

  • Support recurring team processes, reporting packages, and distribution of materials using established systems, templates, and procedures.

  • Coordinate internal and external meetings, including scheduling, technology support, food service, guest arrivals, and workspace arrangements.

  • Maintain team schedules, contact information, trackers, and other shared resources to support effective team coordination and communication.

  • Assist with onboarding activities for new colleagues, including coordination of access requests, technology setup, training schedules, and other administrative needs.

  • Support vendor management activities, including maintaining records, coordinating renewals, facilitating approvals, managing access requests, and assisting with vendor communications and training events.

  • Coordinate with internal teams, vendors, and external partners to support meetings, training sessions, licensing requests, and other business activities.

  • Collaborate closely with Executive Assistants, administrative professionals, and team members to ensure seamless support and effective coordination across the business.

  • Identify opportunities to improve processes and efficiency and demonstrate curiosity in learning and utilizing new technologies and tools, including AI-enabled productivity tools.

  • Assist with special projects and other administrative responsibilities as assigned.

  • Handle sensitive and confidential information with discretion and professionalism.

Qualifications

  • 2–5 years of administrative support experience preferred.

  • Bachelor's degree preferred or an equivalent combination of education and relevant experience.

  • Strong Microsoft Office skills, including Outlook, Word, Excel, PowerPoint, and Teams, with the ability to quickly learn new systems and technologies.

  • Excellent organizational skills, attention to detail, and ability to manage multiple priorities with accuracy and professionalism.

  • Strong written and oral communication skills.

  • Demonstrated ability to work effectively in a fast-paced, collaborative, and deadline-oriented environment.

  • Professional demeanor and strong service orientation.

  • Demonstrated curiosity, adaptability, and openness to learning new technologies and ways of working, including AI-enabled productivity tools.

  • Demonstrated ability to build strong working relationships across teams and with internal and external stakeholders.

  • Tact, discretion, and sound judgment in handling sensitive and confidential information.

  • Financial services experience is a plus but not required.

  • Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Salary: $65-80k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
•    Medical
•    Dental
•    Vision
•    Wellness program participation incentive
•    Financial wellness program
•    Fitness event fee reimbursement
•    Gym membership discounts
•    Colleague Assistance Program
•    Telemedicine Program (for those enrolled in Medical)
•    Adoption Benefits
•    Daycare late pick-up fee reimbursement
•    Basic Life & Accidental Death & Dismemberment Insurance
•    Voluntary Life & Accidental Death & Dismemberment Insurance
•    Short Term Disability
•    Paid parental leave
•    Group Long Term Disability
•    Pet Insurance
•    401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

Skills Required

  • 2-5 years of administrative support experience
  • Bachelor's degree or equivalent experience
  • Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and Teams
  • Experience arranging domestic and international travel and processing expense reports
  • Experience preparing, editing, formatting, and distributing presentations and business documents
  • Excellent organizational skills and strong attention to detail
  • Strong written and oral communication skills
  • Ability to manage multiple priorities in a fast-paced, deadline-oriented environment
  • Tact, discretion, and sound judgment handling sensitive and confidential information
  • Ability to build strong working relationships across teams and with external stakeholders
  • Willingness to learn and adopt new technologies, including AI-enabled productivity tools
  • Authorization to work in the United States without employer-sponsored work authorization
  • Financial services experience
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The Company
HQ: Baltimore, MD
911 Employees
Year Founded: 1993

What We Do

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, Frankfurt, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 42 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm. Mutual Fund Website: https://www.brownadvisory.com/mf Social Media Disclosures: https://www.brownadvisory.com/us/social-media-disclosures

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