Executive Assistant

Overview

• Serve as an Executive Assistant supporting investment professionals in a dynamic financial services environment.
• Coordinate schedules, meetings, and travel arrangements for seamless team operations.
• Handle communications, correspondence, and expense reporting with professionalism and discretion.
• Collaborate with internal and external stakeholders to ensure efficient workflow.
• Contribute to special projects, demonstrating flexibility and initiative.
• Work in a hybrid setting with a minimum of four days in-office weekly.
• Opportunity to support a globally recognized investment advisory firm.

Key Responsibilities & Duties

• Coordinate meetings, logistics, and presentation tools for effective team operations.
• Manage complex calendars, ensuring optimal time management across time zones.
• Organize domestic and international travel arrangements with attention to detail.
• Prepare and distribute communications, maintaining professionalism and timeliness.
• Handle expense reporting and manage personal business-related expenses discreetly.
• Screen calls, route messages, and manage correspondence effectively.
• Execute special projects across functional areas, demonstrating initiative and adaptability.

Job Requirements

• Bachelor’s degree, preferably in liberal arts, required.
• Minimum 5 years of experience as an Executive Assistant in investment management or related industries.
• Proficiency in Microsoft Office, particularly Excel and Word.
• Strong organizational skills with the ability to multitask and prioritize effectively.
• Excellent communication and interpersonal skills, adaptable to various styles.
• Resourceful problem-solving abilities and proactive approach to challenges.
• Experience in managing confidential information with discretion and judgment.
• Knowledge of office equipment and troubleshooting capabilities.