Executive Assistant

An investment firm in Manhattan seeks a temporary Executive Assistant to support a team. The ideal candidate will have 5+ years of executive/administrative experience supporting a team out of financial services. Temporary opportunity with the potential to go permanent.

Fully onsite Monday - Friday

Hours: 8:30am - 5:00pm

Pay rate: $45-50/hr

Executive Assistant Key Responsibilities & Duties

• Manage client cash transactions, bill payments, and inter-departmental approvals using internal banking systems.
• Screen and route incoming communications, ensuring timely follow-up and professional correspondence.
• Compose and proofread written communications using financial vocabulary and firm knowledge.
• Organize meetings, luncheons, and calendar scheduling for the Client Advisory team.
• Maintain Salesforce records, manage mail merges, and generate reports for client advisory activities.
• Process expense reports and coordinate travel arrangements for team members.
• Assist in client communication, documentation, and preparation of meeting materials.
• Support account administration tasks, including account openings and asset transfers.
• Collaborate with CPAs for tax-related information and ensure timely tax payments.

Executive Assistant Job Requirements

• Bachelor of Arts (BA) degree is required for this position.
• 5+ years of experience in administrative support roles.
• Proficiency in Salesforce and Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Strong organizational and communication skills, both written and verbal.
• Experience in financial transactions and bookkeeping is preferred.
• Ability to manage multiple tasks and prioritize effectively in a hybrid work environment.
• Knowledge of compliance and audit processes is advantageous.
• Flexibility to adapt to varying schedules and support team needs as required.
• Excellent interpersonal skills to establish effective working relationships.