Executive Assistant

Executive Assistant

An investment firm is seeking an experienced Executive Assistant to provide high-level administrative support to a senior executive in a fast-paced, client-facing business environment.

This role is ideal for a highly organized, discreet, and proactive professional who has experience supporting senior leaders, managing competing priorities, and serving as a polished point of contact across internal and external relationships.

Responsibilitie

• Provide dedicated administrative support to a senior executive
• Manage a complex and frequently changing calendar, including scheduling, prioritization, and conflict resolution
• Coordinate meetings, conference rooms, materials, and related logistics
• Ensure the executive is prepared and on time for meetings, with necessary materials available in advance
• Serve as a professional liaison with clients, external executive assistants, and internal stakeholders
• Arrange business travel, including flights, hotels, car service, restaurant reservations, itineraries, and related materials
• Prepare and submit expense reports using expense management tools
• Monitor time-sensitive communications and provide occasional off-hours support when needed
• Anticipate upcoming priorities and help ensure preparation, materials, and deliverables are completed on time
• Provide backup support to other administrative professionals as needed
• Escalate issues appropriately and approach scheduling, logistics, and administrative challenges with a solutions-oriented mindset

Qualifications

• 5+ years of experience providing direct administrative support to one or more senior executives
• Undergraduate degree or equivalent experience preferred
• Financial services or investment firm experience preferred
• Advanced Microsoft Outlook and Excel skills required
• Experience with expense processing platforms such as Concur, Databasics, or similar tools
• Strong written and verbal communication skills
• Excellent judgment, discretion, and ability to handle confidential information
• High attention to detail, accuracy, and follow-through
• Strong organizational, prioritization, time management, and multitasking skills
• Ability to work independently while collaborating effectively across all levels of an organization
• Comfortable working in a fast-paced, deadline-driven, client-facing environment
• Willingness to take on additional responsibilities as business needs evolve