Executive Assistant To Cao

Our client, an investment firm located in Midtown, NY, is looking to add an Executive Assistant to support the Chief Administrative Officer! Responsibilities of this position include scheduling complex travel and calendar arrangements, coordinating internal and client meetings, managing incoming phone calls, and assisting on various ad-hoc administrative needs. The ideal candidate will come with at least 3 years of experience supporting professionals within Financial Services, excellent organization and communication skills, and the ability to handle a fluctuating work schedule.

Responsibilities Include:

• Booking client and internal meetings, organizing meeting materials, taking notes
• Coordinating and managing travel arrangements including schedules and agendas
• Drafting employee communications regarding various employee events
• Handling tasks to prepare, process, and manage departmental invoices, accruals, and T&E expenses in a timely manner
• Managing the annual budget and process global charitable contributions and DEI donations
• Organizing calendars, updating file databases, and assisting on any projects as needed

Requirements:

• Ability to manage and update multiple schedules
• Strong attention to detail and time management skills
• Strong capabilities in Microsoft Outlook and Concur
• At least 3 years of experience from a large Financial services firm