Executive Assistant - Investment Management Firm - $140-175K + Bonus!

Executive Assistant

Experience out of Financial Services is required

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We are seeking an Executive Assistant to provide high-level administrative and operational support in a renown Investment Management Firm. This role is heavily administrative in a fast-paced environment. You’ll play a key role in ensuring smooth day-to-day operations, supporting strategic initiatives, and engaging with a variety of stakeholders across our financial services firm.

Key Responsibilities:

• Deliver proactive and comprehensive administrative support, including but not limited to managing phone coverage, calendar coordination, domestic and international travel arrangements, logistics, document preparation and expense reporting


• Assist with internal and external communications


• Help coordinate events


• Maintain internal systems, files, and reports with accuracy and discretion


• Proactively identify opportunities to improve processes and support team effectiveness

Requirements Include:

• Experience working in a financial services firm is required


• Bachelor's degree required


• 8+ years of administrative experience supporting senior-level stakeholders at a Financial Services firm


• Proven ability to multi-task and prioritize in a high-pressure, fast-paced environment


• Ability to create PowerPoint presentations


• Strong working knowledge of Microsoft Excel


• Excellent verbal and written communication skills


• Exceptional discretion, judgment, and emotional intelligence


• A strong team player with a proactive, “roll-up-your-sleeves” mindset


• Ability to work independently and take initiative on new projects


• High level of attention to detail, follow-through, and organizational skill.