Executive Assistant - Wealth Team

Join our client’s dynamic Wealth Team as a key support member, where you will play an integral role in ensuring the smooth operation of executive schedules and activities. This position offers a hybrid work schedule, allowing for both onsite and remote work.

Key Responsibilities

• Efficiently schedule and coordinate multiple meetings, ensuring optimal time management for executives.
• Prepare agendas, gather necessary documents, and ensure all logistics are in place for meetings.
• Track and report daily expenses, ensuring accuracy and compliance with company policies.
• Arrange both domestic and international travel, including flights, accommodations, and itineraries.
• Assist in creating and formatting presentations, reports, and other documents as needed.
• Provide additional administrative assistance as required, demonstrating flexibility and initiative.

Requirements

• 5-10 years of Executive Administrative Support experience in Private Equity, Asset Management, Investment Management, or a related industry.
• Experience with SAP Concur and ZOOM is required.

We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status. We will not discriminate on the basis of disability.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.