Executive Assistant – Investment Firm

Location: Midtown

Work Model: Onsite 5 days

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

About Our Client

A newly launched, employee owned, investment firm in the heart of NYC! They are building a small, agile, and highly collaborative team.

Position Summary

We are seeking a highly professional, polished, and proactive Executive Assistant to support senior-level professionals in our NYC office. This is a unique opportunity to be part of a firm from day one, help shape the culture, and grow alongside our business. You will be a true right hand—handling everything from complex calendar management and international travel to occasional personal tasks and last-minute requests with ease.

The ideal candidate is a team player with a positive, can-do attitude who thrives in a fast-paced, entrepreneurial environment. No job is too big or too small.

Key Responsibilities

• Coordinate and manage complex internal and external meetings and conference calls using Outlook
• Prioritize calendars, keep professionals on schedule, and manage frequent meeting changes
• Coordinate all aspects of domestic and international travel, including real-time itinerary updates
• Create and submit detailed expense reports using Concur or similar system
• Prepare correspondence and meeting materials; assist with print/copy/binding needs
• Manage incoming calls, messages, and visitors with professionalism and discretion
• Support ad-hoc personal requests (e.g., scheduling personal appointments, errands)
• Collaborate with other EAs across teams, providing back-up support and cross-coverage
• Maintain confidentiality and discretion in handling sensitive information
• Take on special projects and other duties as needed