Executive Assistant / Office Manager

Title: Executive Assistant / Office Manager

Responsibilities:

• Manage calendars, schedule meetings, and coordinate travel for two managing partners
• Handle occasional personal tasks (e.g., family appointments, light errands, insurance paperwork)
• Draft and proofread emails, letters, and communications
• Assist junior team members with ad hoc admin needs
• Maintain and update the firm’s contact database
• Serve as point of contact for vendors and service providers
• Greet visitors and assist with conference room setup for meetings
• Process invoices and liaise with outsourced accounting firm
• Order and stock kitchen and office supplies
• Handle occasional reception and facilities-related tasks

Qualifications:

• 5–7 years of administrative experience, including at least one role within financial services
• Proficient in Microsoft Office Suite; familiarity with Salesforce a plus
• Professional, polished demeanor with strong written and verbal communication skills
• Highly organized, detail-oriented, and proactive
• Comfortable working in a small office with a flat, team-oriented structure
• No college degree required, but strong administrative fundamentals are essential