Executive Assistant – Investment Firm

Our client, a newly launched, employee-owned investment firm in Midtown Manhattan, is building a small, collaborative, and high-performing team. Backed by a strong leadership group and positioned for growth, this is an exciting opportunity to join an early-stage firm and contribute to its long-term success.

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We are seeking a polished, proactive, and professional Executive Assistant to support senior leadership at our client’s NYC office. This is a unique chance to be part of something from day one, offering a true partnership role where you’ll handle complex scheduling, executive logistics, and sensitive communications with discretion and poise.

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Location: Midtown Manhattan
Work Model: Onsite, Monday–Friday
Hours: 8:00 AM – 5:00 PM
Compensation: $100,000 – $120,000 base + bonus + full benefits + 401(k)
Experience: 5–7 years; Financial Services experience required

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Key Responsibilities

• Manage intricate calendars, prioritize scheduling, and oversee frequent changes with ease
• Coordinate internal and external meetings, conference calls, and events
• Handle all aspects of domestic and international travel; adjust itineraries as needed
• Prepare and submit detailed expense reports using Concur or similar tools
• Draft correspondence and prepare presentation materials as needed
• Answer and direct incoming calls and greet guests with professionalism
• Support occasional personal tasks and handle ad-hoc administrative requests
• Collaborate with other Executive Assistants for cross-coverage and team alignment
• Maintain a high level of confidentiality and professionalism at all times

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Ideal Candidate

• 5–7+ years of Executive Assistant experience, preferably within financial services
• Bachelor’s degree strongly preferred
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Experience with Concur and coordinating international travel is a plus
• Exceptional communication, organization, and multitasking abilities
• Positive, can-do attitude with the flexibility to adapt in a dynamic environment
• Discreet, resourceful, and committed to delivering excellence
• Eager to contribute to a lean, growing team and ready to pitch in wherever needed

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Why This Role?

• Join a client organization at the ground level and grow alongside its success
• Gain direct exposure to senior leaders and decision-makers
• Be part of a team that values collaboration, integrity, and excellence
• Enjoy a highly competitive compensation and benefits package

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Please submit your resume for immediate consideration.