Executive Assistant – Investment Management

  • Location: Boston, MA
  • Type: Direct
  • Job #29883

Executive Assistant – Investment Management

We are seeking candidates for an Executive Assistant position with a highly successful investment management firm located in Boston, MA. The Executive Assistant will support various senior-level leadership positions and will be responsible for managing complex calendar management, coordinating internal and external meetings, and arranging travel logistics both domestically and internationally. The ideal candidate will have 2+ years of executive or administrative support experience within professional services. 

 

This is a permanent position that will pay a base salary of $85,000 – $95,000 (depending on experience). This position offers a hybrid work model, onsite 4 days per week in their Boston office. 

 

Responsibilities

  • Manage complex executive calendars, prioritizing schedules, resolving conflicts, and maximizing executive productivity.

  • Coordinate internal and external meetings, including logistics, agendas, materials, catering, technology, and follow-up actions.

  • Arrange domestic and international travel, including flights, accommodations, ground transportation, itineraries, and last-minute changes.

  • Prepare presentations, meeting materials, reports, research, and other executive documentation.

  • Leverage Microsoft Office Suite (Outlook, Teams, OneNote, SharePoint, Excel, PowerPoint) and AI tools such as Copilot to improve efficiency and streamline workflows.

  • Maintain organized systems for calendars, email, travel, documentation, and recurring administrative processes.

  • Build and maintain strong relationships with executives, internal teams, investors, vendors, and external partners.

  • Provide backup support to other Executive Assistants and ensure seamless coverage during absences.

  • Handle highly confidential information with discretion, sound judgment, and professionalism.

  • Support special projects, onboarding activities, team events, visitor coordination, reporting, and continuous process improvements.

Qualifications

  • Bachelor’s degree in a related field required.

  • 2+ years of executive or administrative support experience, preferably within professional services, investment management, financial services, or another fast-paced corporate environment.

  • Proven experience supporting multiple executives or stakeholders with competing priorities and complex scheduling demands.

  • Advanced proficiency in Microsoft Office (Outlook, Teams, Word, Excel, PowerPoint, OneNote) with an interest in utilizing AI tools to enhance productivity.

  • Exceptional organizational skills and attention to detail

  • Self-motivated with the ability to prioritize, work independently, and appropriately escalate issues when needed.

  • Strong interpersonal and communication skills

If you are interested in learning more about this opportunity, please email your resume to Olivia at [email protected]

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