Team Executive Assistant

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We are seeking an experienced Executive Assistant with a background in the financial services industry to support our executive team. The ideal candidate will have at least 5 years of experience in a similar role, with a proven track record of effectively managing administrative tasks, supporting teams, and thriving in a fast-paced environment.

Company Information:

Our client, a leading Asset Management firm, is dedicated to delivering exceptional solutions to our clients. With a focus on excellence and a commitment to exceeding expectations, we are seeking a skilled Executive Assistant to join our team and provide unparalleled support to our executives.

  • Comprehensive benefits package including health, dental, and vision insurance.
  • Retirement savings plan with employer match.
  • Opportunities for professional development and advancement.
  • Dynamic and collaborative work environment.
  • Onsite gym & wellness center
  • Onsite barista
  • Free breakfast/lunch


Job Description:
  • Provide high-level administrative support to multiple executives, including calendar management, international/domestic travel coordination, and expense reporting.
  • Act as a gatekeeper for the executives, managing and prioritizing incoming requests and communications.
  • Coordinate and schedule meetings, conference calls, and appointments, ensuring all logistical details are handled efficiently.
  • Prepare and edit correspondence, presentations, and other documents as needed.
  • Assist with project management tasks, including tracking deadlines, organizing files, and ensuring timely completion of deliverables.
  • Serve as a liaison between the executive team and internal/external stakeholders, fostering positive relationships and facilitating communication.
  • Handle confidential information with discretion and professionalism.
  • Anticipate the needs of the executives and proactively address them to maximize efficiency and productivity.
  • Maintain a flexible and adaptable approach to accommodate shifting priorities and deadlines.
  • Foster a collaborative and supportive team environment, contributing to the overall success of the organization.

Requirements / Qualifications:
  • Bachelor’s degree preferred.
  • Minimum of 5 years of experience as an Executive Assistant, MUST COME FROM ASSET MANAGEMENT SPACE
  • Strong organizational skills with the ability to prioritize and multitask effectively.
  • Excellent communication skills, both written and verbal.
  • Proficiency in Microsoft Office suite and Concur is preferred
  • Detail-oriented with a high level of accuracy and professionalism.
  • Ability to work independently with minimal supervision, as well as part of a team.
  • Demonstrated ability to maintain confidentiality and handle sensitive information.
  • Flexible and adaptable with the ability to thrive in a fast-paced, dynamic environment.
  • Hybrid flexibility, with the ability to work both in-office and remotely as needed.

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