Executive Assistant To Investment Team

Overview

• Provide high-level administrative support to the investment team, ensuring seamless operations and effective communication.
• Manage complex calendars, schedule meetings, and prioritize tasks for senior executives.
• Coordinate travel arrangements, including detailed itineraries, for business-related purposes.
• Prepare and submit expense reports with accuracy and timeliness.
• Screen and manage calls, ensuring professional communication and prioritization.
• Assist in organizing company events and activities to foster team collaboration.
• Collaborate with other administrative staff on operational responsibilities and special projects.
• Maintain confidentiality and handle sensitive information with discretion.

Key Responsibilities & Duties

• Support five senior executives and additional team members with administrative tasks.
• Act as a liaison between departments, ensuring effective communication and coordination.
• Plan and book travel arrangements, including airfare, lodging, and car services.
• Prepare detailed itineraries and ensure timely updates for travel schedules.
• Organize and coordinate meetings, events, and activities for the investment team.
• Collaborate with other administrative staff on office operations and special projects.
• Meet and greet investors, business partners, and guests professionally.
• Assist with miscellaneous administrative duties as required by the team.

Job Requirements

• Bachelor’s degree preferred; minimum two years of college required.
• Eight or more years of corporate experience in a similar role preferred.
• Strong organizational and time management skills with attention to detail.
• Proficiency in Microsoft Office; experience with Concur or Salesforce is a plus.
• Excellent communication skills via email and phone.
• Ability to work collaboratively and build effective team relationships.
• Demonstrated ability to prioritize tasks and manage multiple responsibilities.
• Professional demeanor and ability to maintain confidentiality.