Executive / Personal Assistant to Top Executive at Investment Firm

Job Description

Our client, an established investment firm located in Midtown, is seeking an experienced Executive Assistant to provide comprehensive business and personal support to a top executive. This is a key position within the organization, requiring someone who can manage complex schedules and competing priorities, exercise excellent judgment, and ensure that both day-to-day needs and larger commitments are handled seamlessly. The ideal candidate is polished, highly organized, proactive, and resourceful, with the ability to think ahead, make sound decisions independently, and navigate a fast-paced environment with discretion. A collaborative, team-oriented approach is essential, along with the flexibility to assist other senior executives or departments as needed. This role is in the office 5x/week.

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RESPONSIBILITIES:

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• Oversee a complex executive calendar, coordinating meetings, appointments, and commitments while effectively managing competing requests and protecting the executive's time
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• Arrange domestic and international travel, including commercial and private aviation, accommodations, ground transportation, and detailed itineraries, while managing changes and unexpected disruptions
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• Handle executive correspondence, presentations, meeting materials, and other documents, ensuring accuracy, organization, and confidentiality
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• Serve as a primary point of contact for senior internal and external stakeholders, managing communications and requests with professionalism and discretion
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• Prepare, submit, and reconcile expense reports and related financial documentation
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• Coordinate personal appointments, reservations, travel, and other requests, ensuring professional and personal commitments are managed efficiently
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• Identify scheduling conflicts, anticipate upcoming needs, and resolve time-sensitive matters independently to keep priorities on track
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• Coordinate with fellow Executive Assistants and administrative colleagues to maintain consistent communication, align priorities, and ensure appropriate coverage
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• Ongoing ad hoc assignments and projects as needed
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REQUIREMENTS:

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• 7–10+ years of Executive Assistant experience supporting C-suite executives, Principals, or similarly senior leaders
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• Previous experience in financial services or a comparable professional environment
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• Extensive experience handling complex executive calendars, domestic and international travel, and confidential administrative matters
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• Ability to work effectively alongside other Executive Assistants, including coordinating shared responsibilities and executive coverage
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• Excellent organizational skills, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment
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• Strong written and verbal communication skills, with a professional approach
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• High level of discretion and sound judgment when handling sensitive business and personal information
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• Adaptable, composed, and able to respond effectively to last-minute changes and urgent requests
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• Willing and able to provide both business and personal support, including occasional after-hours availability when needed
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• Bachelor's degree preferred
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SALARY

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$125–$150K (DOE) + Discretionary Bonus Opportunity + 401K + Excellent Benefits

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HOURS

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8:30 AM–5:30 PM (DOE) + Flexibility as needed

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5x/week in office

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