Executive Assistant – Family Office

Rapidly growing Investment Management Firm & Family Office is seeking an Executive Assistant to support the CEO alongside a Senior Executive Assistant.

Responsibilities:

• Maintain schedules in both Outlook and Word
• Anticipate the team’s needs with all communications, tasks, meetings, and projects
• Coordinate meetings, calendar management, expense report management
• Assist with complex business and personal travel arrangements for the CEO and other key team members; create detailed itineraries and agendas as necessary
• Prepare internal and external correspondence, presentations, reports, and other documents
• Partner with other key team members to schedule offsite meetings
• Attend meetings to document discussions, action items and critical dates
• Assist with personal matters, including but not limited to, domestic and international travel, vehicle maintenance, insurance, household errands, etc.
• Provide support to accounting as necessary with personal account maintenance and expense coding
• Assist with event planning and coordination for corporate and personal events

Qualifications:

• Bachelor’s Degree
• 3+ years of experience supporting c-level executives and/or senior investment professionals
• Strong administrative and organizational skills, including experience with travel arrangements
• Experience dealing with diverse groups of people, including board members, investors, senior executives, family members, etc,
• Make appropriate, informed decisions regarding the CEO’s priorities and schedule
• Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround
• Ability to handle confidential and sensitive information with the utmost discretion
• Ability to complete a high volume of tasks and projects efficiently with limited guidance
• Strong degree of professionalism
• Ability to effectively multitask and prioritize
• Strong time management skills
• Strong verbal and written communication skills
• Proactive approach to problem-solving with strong decision-making skills
• In-depth understanding of entire MS Office suite, Google Docs, Google Sheets, Zoom and Teams