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Administrative Assistant, PPM

Job Purpose

The Administrative Assistant for the Investment Grade Private Credit (“IGPC”) and Bank Loan teams at PPM America is responsible for the organization, maintenance, cataloguing and continual downloading of the team’s offering materials, correspondences and documents. This role evaluates current processes as well as develop and maintain existing systems for document storage, and is responsible for document security and access, ensuring only the appropriate individuals have permission to access the files.

Essential Responsibilities

  • Download and retrieve documents from multiple sources, including databases and emails

  • Catalog and store documents in appropriate folders/locations, adhering to regulatory requirements for record retention and making the documents easily accessible to team members

  • Respond to team member requests for documents and information

  • Maintain confidentiality and security of information, assigning access only to the appropriate individuals

  • Schedule and maintain calendar of appointments, meetings, travel itineraries and coordinates related arrangements

  • Perform a wide range of general administrative duties including, copying, scanning, filing and processing invoices

Desired Skills & Experience

  • Outstanding organizational and time management skills

  • Solid written and verbal communication skills including the ability to edit and compose correspondence

  • Solid interpersonal skills and ability to communicate effectively with senior management and peers

  • Solid PC skills including Microsoft Office

  • Ability to prioritize, coordinate multiple activities and follow up on projects with minimum supervision

  • Ability to handle sensitive confidential information

  • Independent professional with exemplary attention to detail

  • Associate’s Degree preferred

Required Skills & Experience

  • High School Diploma or equivalent (G.E.D) required

  • 3+years of administrative experience in financial services, legal or professional services


At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company.

  • Competitive salary and bonus

  • Medical, dental and vision coverage

  • 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)

  • Tuition and professional certification reimbursement

  • Paid parental leave

  • Adoption assistance

  • Holidays and paid time off

  • Paid time off to volunteer

  • Life insurance

  • Gift matching