Vanguard · 14 hours ago
Administrative Associate: Personal Investor Technology
Charlotte, NC
Full-time
Hybrid
Entry Level
2+ years expVanguard is a company focused on the long-term financial wellbeing of its clients. They are seeking a proactive Administrative Associate to provide exceptional administrative support to a team of specialists, ensuring seamless coordination and communication within a matrix leadership structure.
FinanceFinancial Services
No H1B
Responsibilities
Calendar & Scheduling Management: Coordinate and maintain complex calendars for multiple specialists across a matrix structure, including scheduling meetings, tracking attendance, and ensuring proactive alignment of priorities
Meeting & Logistics Coordination: Schedule meetings, reserve locations, prepare materials, track attendees, and support execution of team-wide logistics
Travel & Expense Support: Arrange travel, assist with itineraries, submit expense reports, and coordinate catering or refreshments as needed
Administrative Operations: Prepare memos, correspondence, reports, presentations, and meeting minutes with accuracy and professionalism
Departmental Support: Order and inventory office supplies; support crew movement and facilities coordination through Planon as required
Documentation & Organization: Maintain digital and physical files, manage departmental calendars, and ensure documentation is current and accessible
Cross‑Functional Collaboration: Provide administrative support that represents PITech and its leaders with professionalism in all interactions
Special Projects: Participate in department initiatives, process improvements, and other duties as assigned
Qualification
Required
Minimum 2 years of administrative or secretarial experience, preferably supporting a medium-to-large corporate department
High school diploma or equivalent; Associate degree or Secretarial School background preferred
Excellent communication skills, professional presence, and the ability to interact with leaders and cross‑functional teams
Strong organizational skills with demonstrated ability to prioritize multiple tasks in a fast‑paced environment
Proficiency in Microsoft Office Suite (Outlook, Teams, Word, Excel, PowerPoint) for scheduling, communication, and document creation
Proven ability to coordinate travel and manage expense reporting with attention to detail
A collaborative mindset and a positive, service‑oriented approach to teamwork
Preferred
Associate degree or Secretarial School background
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2025-09-05
2025-03-15
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