Executive Assistant

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.

Here is the job description for the EA role supporting Managing Partner/Founder!

Need a rockstar- Looking for a strong EA with project mgmt. skills.

VERY IMPORTANT!!!

They must be flex to stay after 6:30-7 many days-

4 days onsite

9-6:00

Salary- up to 140- 170K Plus Bonus

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.

Responsibilities of the Executive Assistant/Project Manager:

-Protect the CEO’s time by prioritizing meetings and tasks, screening calls and emails, and acting as a gatekeeper to the executive office

-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.

-Manage both (primary) business and (light) personal calendars for the CEO with regular high-level contact with clients and investors

-Set up processes and put these into place, add organization and create structures

-Maintain and update contact information, and CRM

-Assist with basic office management activities

-Interface with investors / clients and coordination / planning key client events

-Liaise with travel agent to book primarily business travel arrangements

-Submit medical insurance reimbursements

-Must be adept at reading through emails, problem solving, and gathering key content and outstanding items that need to be handled

-Ad-hoc projects as needed

Requirements of the Executive Assistant/Project Manager:

-Minimum of 5 years’ experience supporting senior executives in a financial services office environment

-Bachelor’s Degree is required

-Proficient using Microsoft Office Suite

-Proficient using Google Sheets and other organizational software, CRM tools

-Highly organized and detail-oriented

-Must be tech-savvy

-Strong problem-solving abilities

-Excellent written and verbal communication skills

-Verification of identity, education, prior employment, and references may be required