Executive/Personal Assistant
Nicest Boss/Tons of Perks!
130-155k plus bonus
Our client, a midtown boutique investment advisory firm serving [high-net-worth individuals / families / institutions] is looking for a right hand to their founding Partner. This is a small close-knit team where your work has visible impact, and you'll work directly with the founder and team from day one. We're looking for a sharp, polished Executive and Personal Assistant to keep the firm running smoothly. This is more than calendar management. You'll be a trusted right hand, stepping into investor-facing work and learning the business from the inside. Must be able to anticipate needs, solve problems before they land on the founder's desk, and keep things moving. Great Opportunity!
Responsibilities:
- Manage the founder's calendar, email, travel, and priorities with minimal hand-holding
- Coordinate and prepare for investor meetings: schedule, build agendas, assemble materials, take notes, and track follow-ups
- Join client and investor meetings when appropriate, representing the firm with professionalism
- Draft and proofread correspondence, presentations, and client communications
- Maintain records and keep investor and client information organized and up to date
- Support onboarding, reporting, and documentation workflows alongside our compliance and operations team
- Handle personal and household errands as needed (light, occasional, and always with discretion)
Skills:
- 3+ years of experience as an executive assistant, chief of staff, or similar role (finance, wealth management, or professional services a big plus)
- Exceptional written and verbal communication skills
- Poise and polish in front of high-net-worth clients and investors
- Rock-solid discretion. You'll handle sensitive financial and personal information.
- Highly organized, proactive, and comfortable juggling shifting priorities
- Proficiency with Google Workspace or Microsoft Office; experience with a CRM is a plus
- Curiosity about markets and investing.
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