Investment management firm in Midtown, Manhattan seeks a motivated Executive Assistant to support two executives. Must have 5+ years of Executive Assistant experience within financial services. Investor/client relations experience is preferred.
Hybrid schedule: 4 days/week onsite, 1 day remote
Hours: 8am - 6pm
Salary: 110k - 120k base, non exempt
Responsibilities:
Manage executive calendars proactively, prioritizing meetings and coordinating across time zones.
Organize travel logistics, including flights, accommodations, and detailed itineraries.
Prepare marketing and presentation materials for internal and external use.
Maintain CRM databases, entering client details and meeting notes accurately.
Coordinate events and hospitality needs for client engagements and team meetings.
Process expense reports and invoices, ensuring accurate record-keeping and reconciliation.
Provide backup administrative support to other team members as needed.
Undertake special projects to enhance team operations and client relations.
Requirements:
Bachelor’s degree is preferred.
Minimum of 5 years of experience as an Executive Assistant, preferably in investment sales.
Advanced proficiency in Microsoft Office Suite and Adobe tools.
Experience with Salesforce CRM and Concur expense management systems preferred.
Strong organizational skills and exceptional attention to detail.
Ability to multitask, prioritize, and manage time effectively.
Proactive approach to tasks with a dynamic and positive attitude.
Familiarity with AI tools and willingness to adopt new technologies.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Administrative
Industries
Financial Services and Investment Management
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