Executive Assistant - Financial Services

Our client is a global investment office. They build long-term portfolios for their clients that invest across a range of traditional and alternative asset classes. Currently, they are looking to add an Executive Assistant - Financial Services to their team. Salary/Hourly Rate: $95k - $115k plus 10% Bonus & Profit Sharing Position Overview: The Executive Assistant - Financial Services is responsible for diverse administrative and business management activities in support of top executives. The nature of these responsibilities requires a highly professional individual with excellent interpersonal skills and the demonstrated ability to manage confidential information. This position will have a daily interface with all levels of internal management and staff. Responsibilities of the Executive Assistant - Financial Services: Heavy calendar management. Order supplies. Interface with internal departments and externals to schedule and organize appointments, conference calls, and events, in-house and external meetings. Coordinate logistics for various events and meetings. Organize all phases of extensive travel arrangements including air, hotel, and ground transportation providing organized, detailed travel itineraries. Track and document all business expenses via Concur Expense Reports. Heavy phone management. Produce various communications, including letters, memos, presentations, and reports. Qualifications for the Executive Assistant - Financial Services: Executive-level Administrative Assistance experience. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook). Excellent attention to detail and customer service skills. Ability to multitask in a high-pressure environment. Financial or Professional Services work background a plus. Education Requirements: Bachelor's degree is required. Benefits: Medical, dental, and vision insurance. Short and long-term disability insurance. Life insurance. Flexible spending accounts. Commuter benefits. Paid time off. 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. A variety of wellness and social events.

Created: 2024-10-22