Executive / Personal Assistant Prestigious Financial Services Firm

Executive / Personal Assistant Prestigious Financial Services Firm

$100,000 $150,000 base DOE + Benefits

A sophisticated investment firm in Fort Lee, NJ is seeking a proactive, detail-oriented Executive / Personal Assistant. This role acts as a true right-hand to senior principals, handling a seamless blend of high-level corporate administration and complex lifestyle/personal support.

This position requires a professional who brings a strong sense of urgency, exceptional follow-through, and absolute discretion to every task. This is a fantastic opportunity for an adaptable, team oriented individual who enjoys a dynamic role and wants to take full ownership of their role.

Location: Fort Lee, NJ/ Monday-Friday in office

Hours: 9:00 AM 6 PM ET

Key Responsibilities include but arent limited to:

Manage complex calendars and scheduling for the principals

Coordinate domestic and international business and personal travel arrangements, including itineraries, accommodations, transportation, and last-minute changes

Handle expense reporting, reimbursements, and invoice processing with strong attention to detail

Liaise closely with internal team members, accountants, vendors, and external partners

Collect and organize documentation, obtain signatures, and ensure timely submission of invoices and payments

Screen and manage phone calls, correspondence, and communications as needed

Assist with office management responsibilities, including ordering supplies, maintaining inventory, and ensuring the office and kitchen are fully stocked and organized at all times

Event planning, assisting with logistics, vendors, caters, venue selection etc.

The Ideal Candidate

Experience: 4+ years of dual Executive and Personal Assistant experience. Backgrounds from a variety of fast-paced corporate industries

Mindset: A proactive "go-getter" who anticipates needs. You operate with a high degree of accountability, thrive under pressure, and can juggle multiple changing priorities simultaneously.

Technical Savvy: Highly proficient in Microsoft Office Suite (Outlook, Word, Excel) and modern expense/travel management software.

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