Strategic Assistant to the Executive Team

What You'll Do

• Email Management: Manage, intercept, and delegate emails, ensuring timely responses and prioritization.
• Practifi (CRM) Attachments: Handle Practifi system tasks related to notices, emails, correspondence, etc.
• Phone Management: Manage incoming calls, prioritizing and handling them appropriately.
• Scheduling: Organize and coordinate meetings, one-on-ones with employees, and internal reviews.
• Project Coordination: Serve as a reliable point of contact between all C-Suite Executives and their teams.
• Optimize Workflows: Maintain confidentiality and handle sensitive information by exercising discretion and independent judgement.
• Proactively Identify Opportunities: Foster a highly responsive relationship in a fast-paced and dynamic environment.
• Excel Based Projects: Coordinate internal and external resources for inclusion of investment related information in the firm newsletter, as needed.
• Special Projects: Assist with special projects and initiatives as assigned.

What You Bring

• Proven experience as a C-Suite Executive Assistant or in a similar high-level administrative role.
• Exceptional organizational and multitasking abilities.
• Strong written and verbal communication skills.
• Proficiency in email management systems, scheduling tools, and Microsoft Office Suite.
• Adept at working independently and collaboratively in a fast-paced environment.
• Experience coordinating events and managing projects is highly desirable.
• Four year degree (preferably with a focus in business and/or finance).
• Masters degree in business and/or finance (preferred).
• Proactive problem-solver with a high level of initiative.
• Flexible and adaptable to shifting priorities.
• Detail-oriented with excellent time management skills.