Executive Assistant - Investments; Boston

Executive Assistant – Investment Team Support

A well-known financial services firm is seeking an Executive Assistant to support a team of investment professionals.

This is a highly visible role in a fast-paced environment where you'll partner closely with senior investment professionals to keep priorities moving, manage complex logistics, and provide seamless administrative support.

Compensation: $85, annually;
Onsite 4 days/week

• Manage complex calendars and coordinate meetings across multiple stakeholders.
• Arrange domestic and international travel and prepare detailed itineraries.
• Organize meeting materials, presentations, and other business documents.
• Process expense reports and maintain organized administrative workflows.
• Build strong relationships with internal and external stakeholders.
• Provide backup support for other Executive Assistants and assist with special projects.
• Leverage AI, automation, and technology to streamline processes and improve efficiency.

• 3+ years of executive or administrative support experience in a fast-paced professional services environment.
• Experience supporting multiple executives with complex scheduling and competing priorities.
• Advanced Microsoft Office skills (Outlook, Teams, Excel, PowerPoint, One Note); experience with AI tools is a plus.
• Exceptional organization, attention to detail, and follow-through.

For immediate consideration, please reach out directly to Kelly Lucey at