Executive Assistant – Investment Team Support
A well-known financial services firm is seeking an Executive Assistant to support a team of investment professionals.
This is a highly visible role in a fast-paced environment where you’ll partner closely with senior investment professionals to keep priorities moving, manage complex logistics, and provide seamless administrative support.
Compensation: $85,000-95,000 annually
*Onsite 4 days/week
Responsibilities:
- Manage complex calendars and coordinate meetings across multiple stakeholders
- Arrange domestic and international travel and prepare detailed itineraries
- Organize meeting materials, presentations, and other business documents
- Process expense reports and maintain organized administrative workflows
- Build strong relationships with internal and external stakeholders
- Provide backup support for other Executive Assistants and assist with special projects
- Leverage AI, automation, and technology to streamline processes and improve efficiency
Qualifications:
- 3+ years of executive or administrative support experience in a fast-paced professional services environment
- Experience supporting multiple executives with complex scheduling and competing priorities
- Advanced Microsoft Office skills (Outlook, Teams, Excel, PowerPoint, OneNote); experience with AI tools is a plus
- Exceptional organization, attention to detail, and follow-through
For immediate consideration, please reach out directly to Kelly Lucey at [email protected]