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Administrative Associate: Personal Investor Technology
full-timeCharlotte

Summary

Location

Charlotte

Type

full-time

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About this role

Make an impact from day one

We’re looking for a proactive, detail‑oriented professional who thrives in a fast‑paced environment. In this role, you’ll support a team of three or more specialists within a matrix leadership structure, ensuring seamless coordination, strong communication flow, and exceptional administrative support.

You’ll join a collaborative Administrative Assistant team that values precision, partnership, and service excellence. This role is an opportunity to build foundational administrative expertise while gaining exposure to cross‑functional teams and senior leadership.

What You’ll Do

Core 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.

What You’ll Bring

Qualifications

  • 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.

Why This Role Matters

Your work ensures that specialists and leaders remain focused on what matters most. By managing logistics, communication, and operations across a matrix team, you play a critical role in keeping the organization running smoothly and efficiently.

This position offers significant exposure, hands‑on learning, and a strong pathway for growth into deeper administrative responsibilities.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Other facts

Tech stack
Calendar Management,Scheduling,Meeting Coordination,Logistics Coordination,Travel Support,Expense Reporting,Administrative Operations,Documentation Management,Cross-Functional Collaboration,Process Improvement,Microsoft Office Suite,Communication Skills,Organizational Skills,Teamwork,Service Orientation

About Vanguard

We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.

For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.

Community guidelines: vgi.vg/sgl1

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1975

What you'll do

  • The role involves coordinating complex calendars, scheduling meetings, and managing logistics for a team of specialists. Additionally, it includes preparing administrative documents and supporting departmental operations.

Ready to join Vanguard?

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Frequently Asked Questions

What does a Administrative Associate: Personal Investor Technology do at Vanguard?

As a Administrative Associate: Personal Investor Technology at Vanguard, you will: the role involves coordinating complex calendars, scheduling meetings, and managing logistics for a team of specialists. Additionally, it includes preparing administrative documents and supporting departmental operations..

Why join Vanguard as a Administrative Associate: Personal Investor Technology?

Vanguard is a leading Financial Services company.

Is the Administrative Associate: Personal Investor Technology position at Vanguard remote?

The Administrative Associate: Personal Investor Technology position at Vanguard is based in Charlotte, North Carolina, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Administrative Associate: Personal Investor Technology position at Vanguard?

You can apply for the Administrative Associate: Personal Investor Technology position at Vanguard directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Vanguard on their website.