Senior Administrative Assistant

Posted 7 Days Ago
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Chicago, IL, USA
In-Office
80K-110K Annually
Senior level
Fintech • Software • Financial Services
The Role
Provides senior-level administrative support to a financial services management team. Responsibilities include preparing investor reports and presentations, coordinating meetings and travel, managing expense reports and audit confirmations, maintaining client records, supporting business plans and lender reporting, handling confidential information, and managing office supplies and communications.
Summary Generated by Built In

The Opportunity

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. 

We are proud of our intentional culture, which fosters strong employee engagement, entrepreneurship, and empowerment, while providing meaningful opportunities for volunteerism and professional advancement. Mesirow has been recognized multiple times as one of the Best Places to Work in Chicago by Crain’s Chicago Business and is one of Barron’s Top 100 RIA firms. At Mesirow, we invest in what matters: our clients, our communities, and our culture.

Mesirow Institutional Real Estate Direct Investments provides institutional investors with access to compelling direct investment opportunities and attractive risk-adjusted returns in the real estate market. With nearly 300 combined years of sector-specific experience and intellectual capital, the team is committed to creating value for investors through well-diversified multifamily asset portfolios.

As the business continues to grow, we are seeking an experienced Senior Administrative Assistant to support the senior management team within the business. This role will be responsible for ensuring the completeness and accuracy of client reports and investor presentations, while also providing a broad range of critical administrative, marketing, and business-support services.

Key Responsibilities

  • Prepare and publish individualized quarterly investor reports for each fund under management, working closely with senior executives and relevant internal teams.
  • Assist the asset management team with the preparation of annual business plans for each portfolio investment property.
  • Maintain accurate and up-to-date contact information within the client portal for investors and investment consultants.
  • Provide high-level administrative support, including drafting and editing emails, preparing PowerPoint presentations and memoranda, and developing communications on behalf of senior management as requested.
  • Partner with the finance team to compile and distribute quarterly lender reports required under the loan agreements for each investment property.
  • Build and maintain strong relationships with internal and external stakeholders, serving as a responsive and professional representative of the team.
  • Schedule and coordinate meetings, events, interviews, appointments, and other activities for the group, including travel and lodging arrangements in accordance with the firm’s Travel and Entertainment Policy.
  • Prepare and submit expense reports and supporting documentation accurately and promptly.
  • Prepare and respond to annual audit confirmations for each limited partner in the funds under management.
  • Handle confidential and sensitive information with discretion, sound judgment, and professionalism.
  • Sort, screen, review, and distribute incoming and outgoing mail, and compose or coordinate timely responses to written inquiries.
  • Provide general administrative support to the broader team as needed.
  • Order office supplies and help ensure that office equipment is adequately stocked, maintained, and in good working order.
  • Perform other duties and special projects as assigned.

Essential Qualifications

  • Bachelor’s degree or equivalent combination of education and relevant professional experience.
  • A minimum of seven years of demonstrated experience as an administrative assistant supporting senior management; experience in financial services is strongly preferred.
  • A seasoned, mature, and highly dependable professional presence.
  • Prior experience preparing client reporting materials and investor presentations is required.
  • Advanced proficiency in Microsoft Office, particularly Microsoft Word and PowerPoint; proficiency with Adobe products is also preferred.
  • Superior interpersonal, organizational, and communication skills, with exceptional attention to detail.
  • Demonstrated ability to manage confidential and sensitive information appropriately.
  • Strong business acumen, sound judgment, and a high degree of professionalism.
  • Ability to work independently with minimal supervision while effectively organizing, prioritizing, and managing multiple assignments.
  • Collaborative, service-oriented approach and demonstrated ability to work effectively as part of a team.
  • Flexibility to work outside standard business hours when business needs require.

In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $80,000 and $110,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.

EOE

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree or equivalent combination of education and relevant professional experience
  • At least seven years of experience as an administrative assistant supporting senior management
  • Experience in financial services
  • Experience preparing client reporting materials and investor presentations
  • Advanced proficiency in Microsoft Office, particularly Microsoft Word and PowerPoint
  • Proficiency with Adobe products
  • Superior interpersonal, organizational, and communication skills
  • Exceptional attention to detail
  • Ability to manage confidential and sensitive information appropriately
  • Strong business acumen, sound judgment, and professionalism
  • Ability to work independently with minimal supervision while managing multiple assignments
  • Collaborative, service-oriented approach and ability to work effectively as part of a team
  • Flexibility to work outside standard business hours when business needs require

Mesirow Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mesirow and has not been reviewed or approved by Mesirow.

  • Healthcare Strength Health coverage includes medical, dental, vision, integrated mental-health services, One Medical membership, and HSA/FSA options with company-paid long-term disability. These offerings, alongside an EAP, indicate a robust healthcare foundation.
  • Parental & Family Support Family supports include 16 weeks paid leave for birth mothers, adoption and surrogacy assistance, and up to 20 days per year of back-up child and elder care via Bright Horizons. These benefits reflect meaningful support for caregivers.
  • Wellbeing & Lifestyle Benefits Wellbeing resources include a Lifestyle Spending Account, complimentary Headspace, milestone recognition programs, and a One Medical membership. Together with inclusion initiatives, these enhance overall work-life experience.

Mesirow Insights

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The Company
HQ: Chicago, Illinois
852 Employees
Year Founded: 1937

What We Do

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit www.mesirow.com and follow us on LinkedIn. Mesirow was also recently named one of the Best Places to Work in Chicago by the Chicago Tribune and one of the Top Places to Work by Crain’s Chicago Business.

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