Description:
Our client, an impressive boutique investment firm, seeks an eager Executive Assistant to join their operations team. This role will provide daily administrative support to two principals, while also being heavily involved with research & investor relations efforts. The ideal candidate has a passion for administration and operations, ideally within the finance or tech sectors.
This is multi-faceted support role with the opportunity to become a valued, strategic partner!
THE NITTY GRITTY:
- Oversee strategic calendar management and meeting coordination
- Manage all incoming email communications with a strong sense of urgency, discretion, and tactfulness
- Provide operational support, track initiatives, compile data & reporting, and help with deal analysis
- Respond to communications on behalf of executives, acting as a stellar representation of the firm
- Develop new research ideas and strategies
- Update internal CRM system, track action items, and maintain contact list
- Draft & send out mass correspondences to internal teams and external stakeholders
- Oversee daily operations of their small, tight-knit office
- Plan internal & external events such as company offsite, investor meetings, and dinners
- Coordinate travel and prepare itineraries
- Process expense reports
- Assist with other administrative tasks & projects, as needed
THE ESSENTIALS:
- 4+ years of experience as a C-level Executive Assistant, Chief of Staff, or in Investor Relations/Operations
- Experience working in finance or tech highly preferred
- Go-getter nature and high-drive mentality
- Strong analytical skills
- Polished and professional communication style
- Impeccable attention to detail
- Exceptional written communication skills
- Superior level of discretion and confidentiality
- Ability to thrive in a dynamic environment with tight deadlines
- Ability to work well independently and as part of a team
- Proficiency in Microsoft Office & Slack
- Proficiency in AI tools a plus!