Executive Assistant

About the Company

This organization operates within the private wealth and investment management space, delivering tailored solutions across public and private markets. Its platform includes alternative investments, private credit, and customized strategies designed for sophisticated investors. The firm is known for its client-centric approach, entrepreneurial culture, and high standards of service.

Role Overview

The Executive Assistant will serve as a trusted partner to senior executives, providing high-level administrative and operational support. This is a high-impact, high-visibility role requiring exceptional judgment, discretion, and the ability to manage competing priorities in a fast-paced, client-facing environment.

Key Responsibilities

• Executive & Calendar Management: Manage complex calendars for multiple senior executives, including client meetings, internal discussions, and external engagements. Proactively resolve scheduling conflicts and prioritize executive time effectively.

• Clock & Travel Coordination: Coordinate domestic and international travel logistics, including detailed itineraries and accommodations.

• Expense Reporting: Prepare and reconcile expense reports, credit card activity, and reimbursements with accuracy and timeliness.

• Client Service & Meeting Coordination: Act as a professional first point of contact for high-net-worth clients and external partners. Coordinate and prepare meeting materials, including agendas, presentations, and follow-up summaries. Support seamless client experiences through detailed planning and communication.

• Office Operations & Administration: Oversee day-to-day office operations, including vendor management, supplies, and hospitality. Manage incoming communications, mail, and office logistics. Partner with internal teams on special projects and process improvements.