Executive Assistant to Chief Financial Officer

We are partnering with a highly regarded investment bank in Midtown Manhattan that is seeking a polished, proactive, and exceptionally organized Executive Assistant to support the CFO in a fast-paced, collaborative environment. This individual will act as a trusted right hand to the CFO while also playing a key role in recruiting coordination, team operations, and broader administrative initiatives across the organization.

Key Responsibilities

Executive Support

• Manage the CFO’s complex calendar, travel arrangements, and meeting coordination
• Handle incoming communications and maintain executive contact records
• Serve as a liaison between the CFO, internal teams, and external stakeholders
• Assist with presentations, expense reporting, and occasional personal administrative support

Recruiting & Team Coordination

• Coordinate internship and lateral recruiting processes, including scheduling interviews, tracking feedback, and maintaining recruiting logs
• Support performance review cycles and maintain related documentation
• Track team attendance, PTO schedules, and staffing coordination
• Assist in organizing leadership meetings, team events, and internal initiatives

Administrative & Finance Support

• Support invoice processing, expense tracking, and payment coordination
• Maintain records and reporting within Salesforce and other internal systems
• Assist with reporting requests, database updates, and ongoing administrative projects

Qualifications

• Bachelor’s degree preferred
• 5+ years of executive support experience within financial services, professional services, or a corporate environment
• Strong organizational, communication, and multitasking skills
• High level of discretion, professionalism, and attention to detail
• Proactive, service-oriented mindset with strong follow-through
• Advanced Microsoft Office skills; Salesforce experience preferred