Executive Assistant

CastleOak Securities, L.P. (“CastleOak”) is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients. Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements). Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion. CastleOak’s professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations. We offer a competitive total rewards package including:

• Health insurance: competitive medical, dental, and vision programs
• Commuter benefits
• 401(k) with a company match
• Charitable contribution match program for employees
• Hybrid Workplace
• Company-paid life insurance, short-term and long-term disability insurance
• Paid time off: vacation, personal days, sick leave, etc.

Role Overview We are seeking a professional, and highly capable Executive Administrative Assistant to provide high-touch support some of our most senior executives. This role is ideal for an experienced administrative professional who is technologically savvy, exceptionally organized, and comfortable managing multiple complex calendars, shifting priorities, and planning activities at the same time.

This individual will operate as a trusted partner to senior leadership, helping executives stay organized, prepared, and focused. The successful candidate will bring sound judgment, strong follow-through, discretion, and a proactive mindset. In a lean firm environment, this person must be comfortable taking ownership, anticipating needs, improving processes, and managing a wide range of administrative, scheduling, travel, event, communication, and project-related responsibilities with professionalism and urgency.

Key Responsibilities:

• Provide high-level administrative support to two to three senior executives, serving as a reliable point of contact for internal and external stakeholders.
• Manage multiple complex and frequently changing calendars, using strong judgment to prioritize meetings, resolve conflicts, protect executive time, and ensure each day is organized efficiently.
• Coordinate meetings, video conferences, town halls, management sessions, and events, including agendas, materials, room setup, technology, catering, and participant logistics.
• Anticipate scheduling needs and proactively look ahead to identify conflicts, preparation gaps, travel considerations, stakeholder dependencies, and potential issues requiring a thoughtful pivot to a pre-planned backup approach.
• Keep executives on track throughout the day by preparing materials, setting up calls or meetings in advance, communicating delays or changes, and rescheduling as needed.
• Coordinate domestic travel arrangements, itineraries, transportation, and related logistics.
• Prepare, submit, and reconcile complex expense reports with accuracy and timeliness.
• Draft, edit, and format emails, documents, presentations, reports, and other written communications with strong attention to tone, accuracy, and detail.
• Use Microsoft Outlook, Word, Excel, PowerPoint, Teams, and other productivity tools to manage information, track priorities, create materials, and improve administrative workflows.
• Maintain organized files, contact lists, records, approvals, signatures, and confidential information.
• Lead firm-wide event planning from concept to execution. Events will include both internal culture building and client-facing events.
• Take ownership of special projects and process improvements that help senior leaders operate more effectively.
• Apply strong project management discipline to executive initiatives, meetings, events, and follow-up items by clarifying objectives, tracking timelines, coordinating stakeholders, managing dependencies, and ensuring details are advanced with minimal direction.
• Exercise intuitive judgment to recognize when priorities, logistics, or stakeholder needs are shifting, and proactively recommend adjustments or contingency plans before issues affect senior leadership or business outcomes.
• Handle sensitive and confidential information with the highest level of discretion, professionalism, and integrity.
• Complete additional administrative, pla…