Executive Assistant

About the Role

• Provide logistical and operational support for CEO which may include a small percentage of personal tasks: paying bills, coordinating/managing personal or medical appointments, etc. • Interface with investors / clients and coordination / planning key client events • Assist with basic office management activities • Set up processes and put these into place, add organization and create structures • Maintain and update contact information, and CRM • Liaise with travel agent to book primarily business travel arrangements • Protect the CEO’s time by prioritizing meetings and tasks, screening calls and emails, and acting as a gatekeeper to the executive office • Manage both (primary) business and (light) personal calendars for the CEO with regular high-level contact with clients and investors

Key Responsibilities

• ▸calendar management
• ▸crm maintenance
• ▸event coordination
• ▸process implementation
• ▸travel booking
• ▸investor liaison

What You Bring

• Minimum of 5 years’ experience supporting senior executives in a financial services office environment • Proficient using Google Sheets and other organizational software, CRM tools • Must be tech-savvy Our client, a boutique private equity firm, is seeking an Executive Assistant/Project Manager to support the CEO. The ideal candidate will have previous experience in financial services and be comfortable in a small office environment. This role is in office Monday-Thursday, but will require the flexibility to go in as needed. • Bachelor’s Degree is required The ideal candidate will provide top-level assistance for high level executives. They should be well-organized and be comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive with any necessary meeting preparations. They must be flex to stay after 6:30-7 many days- • Strong problem-solving abilities Need a rockstar- Looking for a strong EA with project mgmt. skills. • Excellent written and verbal communication skills • Proficient using Microsoft Office Suite • Verification of identity, education, prior employment, and references may be required • Highly organized and detail-oriented • Must be adept at reading through emails, problem solving, and gathering key content and outstanding items that need to be handled

Requirements

• ▸5+ years
• ▸bachelor’s
• ▸google sheets
• ▸crm
• ▸microsoft office
• ▸project mgmt

Benefits

4 days onsite • Submit medical insurance reimbursements Salary- up to 140- 170K Plus Bonus

Work Environment

Office Full-Time