Job Description
- Bachelor’s degree
- Set up Rating Committee (RC) meetings and prepare minutes
- Ensure timely distribution of RC materials
- Conduct Conflicts of Interest (COI) checks
- Assist with uploading and maintaining rating files
- Coordinate with Publishing team for document approval and client access
- Track investor activities in Salesforce
- Provide administrative support to a large team
- Minimum 2 years of relevant administrative experience
- Proficiency in Outlook, Word, Excel, and Internet applications
- Strong attention to detail and organizational skills
- Ability to manage time and multi-task effectively
- Excellent communication and problem-solving skills
- Proactive approach and flexibility
- Ability to learn new online systems
- Hybrid work environment (four days in-office each week in most locations)
- Tools and resources to engage meaningfully with global colleagues
- Range of other benefits to enhance flexibility
About the Role:
The Fundamental Ratings Team is seeking a detail-oriented candidate with strong operational and administrative capabilities. As an Admin Assistant, you will support the Fundamental Ratings team with all aspects of the rating committee process, including setting up rating committees, preparing meeting minutes, ensuring timely distribution of committee materials, assisting analysts with maintaining rating files, and other related tasks. This position is based in our Toronto office.
Responsibilities include but are not limited to:
- Set up Rating Committee (RC) meetings, prepare minutes, and ensure timely distribution of RC materials.
- Conduct and ensure Conflicts of Interest (COI) checks are completed prior to Rating Committee meetings.
- Assist analysts with uploading and maintaining rating files in accordance with record retention policies.
- Coordinate with analysts and the Publishing team to ensure timely approval of documents and set up client access.
- Track investor activities by logging calls and meetings in Salesforce.
- Assist with requests from the Quality Assurance and Compliance team as needed.
- Provide coverage in the absence of other RC coordinators/assistants.
- Assist senior management on other projects.
Requirements
- Minimum of 2 years of relevant experience providing administrative support to a large team in a professional environment.
- Proficiency in computer skills, including Outlook, Word, Excel, and Internet applications.
- Strong attention to detail and organizational skills, with the ability to effectively manage time and multi-task to handle various requests and conflicting priorities.
- Ability to work and thrive in a professional, fast-paced environment.
- Excellent communication and problem-solving skills, including a proactive approach to working with staff at all levels while demonstrating flexibility.
- Open to learning new online systems and identifying areas for improvement.
- Bachelor’s degree preferred.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
