Executive Assistant

About The Role

Join a collaborative two-person executive support team partnering with senior leadership at a high-profile, Midtown New York City-based financial services firm. In this role, you will provide comprehensive administrative and operational support to a five-person executive team—Chairman & CEO, President, Chief Operating Officer—and key senior research partners, including the Chief Economist and Chief Markets Strategist. This position requires a highly organized, proactive, and experienced Executive Assistant who can operate as a trusted partner, maintain discretion, and ensure seamless day-to-day operations across a fast-paced, high-visibility environment.

Responsibilities

• Manage complex executive calendars, ensuring accuracy and alignment across internal and external commitments
• Coordinate domestic and international travel end-to-end, including itineraries, accommodations, ground transportation, materials, and last-minute changes
• Oversee logistics for client events, executive meetings, offsites, dinners, and corporate engagements
• Support coordination of media appearances (e.g., CNBC, Fox, Bloomberg) for both on-site and virtual segments
• Act as a gatekeeper for senior leadership—prioritizing requests, managing access, and safeguarding executive time
• Handle high-volume communications, including screening and routing calls and responding with professionalism and informed judgment
• Exercise discretion in managing routine matters independently to maximize executive efficiency
• Prepare meeting materials, draft agendas, and ensure all pre-read and documentation are complete and accurate
• Cover meeting logistics including conference rooms, technology setup, and catering arrangements
• Review documents and forms for accuracy, completeness, and formatting
• Update, compile, and distribute reports to internal and external stakeholders
• Maintain confidential records and files related to corporate and executive operations
• Provide general office support, including vendor coordination, office supplies, and invoice approvals
• Occasionally support occasional evening or weekend needs, including personal or administrative tasks

Requirements

Associate’s degree required; Bachelor’s degree preferred
5–8 years of administrative or executive support experience, preferably in financial services or a fast-paced corporate environment

Qualifications

• Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Experience working with Salesforce CRM or similar systems
• Exceptional organizational skills with strong attention to detail and ability to prioritize effectively
• Strong communication skills, both written and verbal, with a professional and polished demeanor
• Demonstrated ability to handle confidential information with discretion and sound judgment
• Proven ability to manage multiple priorities in a high-pressure environment
• Proactive mindset with strong problem-solving skills and a commitment to excellence

Benefits

Compensation and bonus are commensurate with experience, performance, and/or firm profitability

Pay

$100,000 - $140,000 annual base salary

Schedule

N/A