Executive Assistant

Executive Assistant Overview

• The Executive Assistant will provide high-level administrative support to senior leaders within the organization, ensuring efficient operations and effective communication.
• Support structure is flexible, potentially assisting the CEO or multiple members of the Investment & Asset Management Team.
• Collaborate with internal teams and external stakeholders, including investors, vendors, and operating partners.
• Handle confidential and time-sensitive materials with discretion and professionalism.
• Work in a hybrid environment, with onsite presence Monday–Thursday and remote work on Fridays.
• Enjoy comprehensive benefits, including 401(k) matching up to the IRS limit.
• Contribute to a dynamic and lean team managing billions of dollars in assets.
• Opportunity to engage in special projects and event coordination for the firm.

Executive Assistant Key Responsibilities & Duties

• Coordinate and manage calendars, meetings, and video conferences, ensuring timely preparation and distribution of materials.
• Act as a liaison between leadership and other departments, maintaining effective communication and schedule management.
• Plan and arrange business travel, adhering to company policies and budgets, and prepare detailed itineraries.
• Prepare and submit accurate expense reports, ensuring compliance with company standards.
• Draft, edit, and review correspondence, reports, and presentations with a focus on accuracy and professionalism.
• Collaborate on organizing and coordinating company events and activities, including major annual events and business dinners.
• Provide administrative support for special projects and assist other executives and departments as needed.
• Work closely with other Executive Assistants and operational staff to ensure seamless office functionality.

Executive Assistant Job Requirements

• Bachelor’s degree preferred, with a minimum of two years of college education required.
• 7–10+ years of experience supporting senior executives in a fast-paced corporate environment.
• Strong organizational and time-management skills, with the ability to prioritize and multitask effectively.
• Exceptional written and verbal communication skills, comfortable interacting with senior business contacts.
• Proficiency in Microsoft Office Suite, with experience in Concur and Salesforce being advantageous.
• Team-oriented mindset, capable of collaborating with other staff and anticipating needs proactively.
• Experience in financial services or smaller firm environments preferred but not required.
• Positive and polished front-office presence, with a strong work ethic and dependability.