Assistant/Coordinator, CPS

A Billion-Dollar Global Private Equity Firm is seeking a new Full-Time/Permanent Coordinator/Assistant to join its Capital Solutions Team, with primary support for the Partner/Global Lead! The current person in the role is being promoted, which is why the position is open. Candidates must have a minimum of 7-10+ years of applicable C-level executive administrative support experience within financial services (finance is required; large, recognizable firm/company) and a Bachelor’s degree is also required. They must also have experience coordinating 20+ meetings/day. 100+ meetings weekly and be accustomed to working in a very fast-paced, high-volume environment. Ideal candidates should be extremely polished and professional, positive, high-energy, responsive, possess excellent interpersonal and communication skills (the Partner has a lot of energy!), and be accustomed to working in a very fast-paced, ever-changing environment. This is an amazing, client-facing opportunity to be part of the mix and support a top-level, nice executive at one of the premiere financial services firms in NYC!

• Salary depends on experience (130-150k base), plus built-in paid overtime (lots of $$$ to be made!) and generous discretionary bonus eligibility (over 200k+ total comp). AMAZING, comprehensive benefits (medical/dental/vision, flex spending, wellness, lunch/coffee bar/gym, many other amenities, etc.)
• Hours are 8:00am to 6:00pm. Must be flexible for overtime (which is paid!) and be available on weekends as necessary. Hybrid work schedule (4 days in office / 1 day remote).

Responsibilities:

• Provide high-level administrative support to top executive in fast-paced environment.
• Extensive calendar management – daily management of scheduling & rescheduling appointments, communicating to attendees, exercising a flexible approach to changing schedules, ensuring appointments are met, etc.
• Liaise with external stakeholders; assist with ad hoc projects when needed.
• Prioritize conflicting needs; handle all matters expeditiously, proactively, and follow-through on projects to successful completion, often with deadline pressures.
• Arrange complex travel plans (commercial/private) and compose detailed itineraries.
• Schedule and organize meetings, conferences, and off-site events, including all related logistics.
• Maintain information in Salesforce and run reports as needed.
• Prepare agendas, board materials, memos, and routine correspondence.
• Allocate business invoices in PeopleSoft system as needed; reconcile and complete expense reports in a timely manner, including American Express and out of pocket expenses using Concur expense system.
• Coordinate closely with other assistants to provide phone coverage and back-up assistance.
• Manage work priorities independently and respond to business outside of normal business hours as needed.
• Work closely and effectively with Executive to complete critical aspects of deliverables with a hands-on approach, including keeping them well informed of upcoming commitments and responsibilities, following up appropriately, drafting personal correspondence, and assisting with other tasks that facilitate the Executive’s ability to effectively lead the group.

Required Qualifications:

• Minimum 7-10+ years of experience as an assistant, ideally C-level.
• Experience in the finance industry required.
• Bachelor’s Degree required.
• Strong initiative and ownership of responsibilities – must demonstrate a proactive, positive approach towards given tasks.
• Superior level of client-service orientation.
• Exemplary interpersonal skills necessary to handle sensitive and confidential situations. Demonstrates poise, tact, and diplomacy.
• Exercise the highest-level of confidentiality, discretion, integrity, and trustworthiness at all times.
• Superb written and verbal communication skills.
• Extremely organized and detail-oriented with strong commitment to accuracy.
• Team-oriented and collaborative attitude is a must.
• Extensive knowledge of Microsoft Outlook and proficiency in Excel, Word, and PowerPoint.
• CRM experience a plus.

If you meet the required qualifications and are interested in this role, please apply today. 

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