Executive Assistant to Partner

Executive Assistant

Our partner is seeking a highly organized and detail-oriented Executive Assistant to join the team in New York City. The ideal candidate will play a crucial role in supporting one of the firm's Partners by providing comprehensive executive and personal assistance. This position requires excellent organizational skills, attention to detail, and the ability to thrive in a fast-paced and demanding environment.

Executive Assistance

• Manage executive's calendars, including scheduling meetings, and appointments
• Screen and prioritize incoming communications, including emails, phone calls, and mail
• Coordinate logistics for internal and external meetings, including room bookings and catering arrangements
• Maintain executives' data / contacts in the firm's CRM system
• Assist with special projects and initiatives as assigned by executives
• Liaise with various teams to ensure seamless execution of meetings and events
• Arrange complex travel itineraries, including flights, accommodations, and ground transportation
• Monitor travel changes and provide timely updates to all relevant parties
• Monitor and code expenses for the executives within QBO in a timely manner
• Maintain and organize electronic and physical filing systems, ensuring easy retrieval of important documents
• Serve as a point of contact for clients, demonstrating professionalism and exceptional customer service

Personal Assistance

• Provide personal support to executives, including managing personal calendars and appointments
• Arrange personal travel, accommodations, and entertainment as requested
• Assist with personal errands and tasks, such as shopping, event planning, and household management
• Coordinate family-related activities and appointments, including children's schedules if applicable
• Maintain confidentiality and discretion regarding personal matters

Qualifications

• Strong proficiency in AI tools like ChatGPT and Claude
• Banking or finance interest
• Strong organizational skills with the ability to prioritize tasks and manage time effectively
• Excellent communication and interpersonal skills, both written and verbal
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Discretion and the ability to handle confidential information with utmost sensitivity
• Ability to work independently and collaboratively in a team-oriented environment
• Bachelor's degree in Business Administration, Human Resources, Communications, Marketing or a related field is preferred

Benefits

• Opportunity for a discretionary bonus based on value add
• Medical, dental, vision, and disability insurance
• 401(k) matching
• Gym stipend
• Generous paid time off

Salary

• Range between $100k - $110k

*Please note: This position is located in New York City. You are expected to commute to the Midtown Manhattan office Monday through Friday from 9:30am - 6pm.