Executive Assistant

What you'd do

• Manage complex calendars with a focus on prioritization, conflict resolution, forward planning, and thoughtful use of investor time.
• Coordinate internal and external meetings, including room logistics, visitor registration, technology, materials, agendas, catering, and follow-up items as needed.
• Arrange domestic and international travel, including flights, hotels, ground transportation, itineraries, and adjustments when plans change.
• Prepare and organize meeting materials, conference packets, research materials, company information, reporting, and other documents that help investors prepare effectively.
• Use Outlook, Teams, OneNote, SharePoint, Excel, PowerPoint, Copilot, and other firm tools to create organized, scalable workflows that reduce manual follow-up and improve visibility.
• Maintain clear systems for email, task tracking, travel, meetings, coverage notes, records, and recurring processes so work is reliable and easy to transition or back up.
• Build strong relationships with investors, assistants, internal partners, external contacts, and vendors.
• Provide cross-coverage and backup support to other assistants as needed, including clear handoffs and ownership of urgent items.
• Exercise discretion with confidential information and sound judgment when determining what needs escalation, what can be handled independently, and what requires additional context.
• Support ad hoc projects, team events, visitor logistics, onboarding support, reporting needs, and process improvements that help the broader team operate more effectively.

What they want

• Minimum of 3 years of administrative experience in a professional services, investment management, financial services, or similarly fast-paced environment preferred.
• Experience supporting multiple stakeholders with competing priorities and complex scheduling needs.
• Advanced proficiency with Microsoft Outlook, Teams, Word, Excel, PowerPoint, and OneNote, with interest in using AI and other technology to improve efficiency.
• Strong attention to detail, follow-through, and work quality across calendar management, travel, expenses, meeting logistics, and written communication.
• Ability to work independently, prioritize effectively, and identify when to escalate issues or seek additional context.
• Collaborative style, strong interpersonal skills, and the ability to build trust across internal and external relationships.
• Flexibility to support time-sensitive matters and changing business needs while maintaining professionalism and composure.