Executive Administrative Assistant To Investment Firm Jobs

· 5+ years experience working with senior management preferred

· Excellent organizational skills; outstanding communication (verbal and written) skills

Duties include, but are not limited to:

· Provide administrative support to executives

· Plan complex meetings, calls and travel arrangements (both domestic and international travel)

· Coordinate all internal and external meetings

· Skillfully manage multiple calendars and schedules for executives while being proactive between changing items

· 3+ years of administrative experience supporting senior executives; finance experience required

· Highly skilled with booking travel and scheduling across multiple time zones

· Exceptional written and verbal communications skills

· Ability to manage multiple tasks with keen attention to detail

Comp: Up to $120k DOE + Bonus + Paid OT + Stellar Benefits & Perks!

Requires excellent interpersonal and communication skills

Self-starter with excellent anticipation skills; problem solving; follow up

Renowned investment firm has a great opportunity for an experienced Executive Assistant.

Provide administrative support in a complex team environment

Coordinate complex, senior-level internal/ external meetings and conference calls

Handle a high volume of phone calls and interacts with high level business leaders in a professional and effective manner

Coordinate complex calendars and schedules for the CEO, optimizing time management and facilitating efficient workflow.

Coordinate and handle correspondence with vendors and various business partners, ensuring effective relationship management.

Skillfully prioritize daily tasks to ensure smooth operations and minimize interruptions, thereby upholding business continuity.

Proficiently manage expense reports and maintain accurate records using Excel spreadsheets.

4+ years of office administration experience supporting C level executives.

Experience in real estate, preferred.

Manage interview calendars in MS Outlook

Bachelor's degree or equivalent experience

Minimum of 5 plus years executive administrative assistant experience, preferably in financial services or staffing organization

Solid MS-Office knowledge (Outlook, Word, and Excel)

Experience managing multiple calendars (up to 3-4 executives)

Professional communication skills - both verbal and written

Interpret data and provide actionable insights to guide investment strategies and portfolio management.

Collaborate with the CIO to provide data-driven insights and recommendations for investment strategies, asset allocation, and risk management.

Stay up-to-date with industry trends, financial regulations, and technological advancements relevant to data analysis in investment management.

Strong understanding of financial markets, investment concepts, and portfolio management.

Seek opportunities for professional development to enhance both analytical and domain knowledge.

Bachelor's degree in Finance, Economics, Statistics, Mathematics, or a related field. Master's degree preferred.

Proven experience as an Executive Assistant, preferably within the financial or investment management industry.

Strong organizational and time management skills, with an ability to prioritize tasks effectively.

Act as a liaison between the family office investment management firm and several non-profit organizations.

Manage the CEO's calendar, scheduling appointments, meetings, and conference calls, while considering the priorities and preferences of the executive.

Coordinate travel arrangements, including flights, accommodations, and ground transportation, ensuring seamless travel experiences.

Minimum of 10 years of relevant experience supporting C-Suite level executives 1x1

Previous experience as a Personal Assistant, Project Manager, Executive Assistant, or similar role.

Partner with the Principal on planning and preparing for events. Coordinate with vendors, manage event details, and organize guest lists.

Excellent communication skills - both written and verbal.

Strong organizational skills and very detail-oriented.

Coordinate and schedule personal appointments and activities for the Principals’ and children.

Assist with running personal errands - picking up any orders, sending/receiving mail packages, etc.

Skillfully manage note-taking during meetings, ensuring accurate and concise records are maintained.

Excellent organizational abilities with the ability to manage multiple tasks and priorities effectively.

Manage high volume calendars by organizing and arranging all appointments, meetings, and conference calls.

Collaborate with the driver to schedule and manage the executive's transportation needs efficiently and safely.

Exceptional written and verbal communication skills.

Strong interpersonal skills and the ability to build positive relationships with team members and external contacts.

Strong organizational, project management and problem-solving skills with multi-tasking abilities

Take full management of the partner's schedule

Manage all travel arrangements, both International and Domestic

Work with the office manager to develop and sustain a positive, team orientated and professional environment

Minimum of 5 years of experience in an Administrative position to a C-Suite Executive

Advanced Microsoft Office skills, with an ability to become familiar with firm-specific applications

· Act as liaison with IT, Mailroom, Facilities and Hearst Tower personnel (Security, Property Management, etc)

· Manage the day-to-day administrative operations of the Marketing organization and support senior team members

· Manage file maintenance (electronic and hard copy) to comply with department, regulatory, and compliance directives.

· Manage marketing pages on employee intranet and ensure content is up to date working with team

· College degree, graduate of a recognized secretarial school, or relevant work experience.

· Developed expertise in the field, with five or more years administrative experience.

Strong organizational and time-management skills

Manage complex calendars and scheduling for the team

Excellent communication and interpersonal skills

Ability to prioritize tasks and manage multiple deadlines

Experience with CRM systems preferred

Salary: $100k+ base + generous bonus + benefits + 401k + PTO

Management of tax prep and project workflow

Onboarding of clients + management of client requests/projects

Additional Office Operations Manager Responsibilities Include

Manage the assistant and delegate the tasks

Manage Appointments and Travel Schedule

Health benefits reimbursement for self and family plans

Complex scheduling, calendar management, and travel arrangement prowess in a fast-paced environment spanning multiple time zones

The position is onsite 3 days/week and offers remote working 2 days.

Manage expense reports and billings for the executive

Manage ad hoc projects as assigned, liaising between the executive and staff to complete tasks accurately and efficiently

5-7+ years of executive assistant experience

Experience planning and coordinating events

. Excellent market knowledge and computer programming skills

Salary: up to $250,000 + amazing bonuses and benefits

Role Responsibilities (full spec. available):

. At least a year relevant industry experience

. Assist and execute trading Options, Equities, and other asset classes

. Implementing effective trading strategies.

Handling expenses, budget management, and other financials

Minimum 5-10 years’ experience in administrative support; finance experience required

Experience in handling confidential information with discretion and professionalism

Excellent written and verbal communication skills

Managing heavy calendars for executives with great attention to detail

Coordinating heavy domestic and international travel with itineraries

Handling expenses, budget management, and other financials

Minimum 5-10 years’ experience in administrative support; finance experience required

Experience in handling confidential information with discretion and professionalism

Excellent written and verbal communication skills

Managing heavy calendars for executives with great attention to detail

Coordinating heavy domestic and international travel with itineraries

· Skillfully manage multiple calendars and schedules for executives while being proactive between changing items

· 5+ years of administrative experience supporting senior executives; finance experience required

· Highly skilled with booking travel and scheduling across multiple time zones

· Exceptional written and verbal communications skills

· Ability to manage multiple tasks with keen attention to detail

Comp: Up to $125k DOE + Bonus + Paid OT + Stellar Benefits & Perks!

3-5 years’ experience in performing Administrative Assistant responsibilities; prior experience supporting executive strongly preferred

Manage calendars and schedule meetings for executives

Manage timelines and deliverables effectively

High School diploma required, Bachelor's degree in related field preferred or equivalent experience

Detail orientation mindset, with strong organizational skills

Coordinates room and location information