Hybrid Executive Assistant – Midtown Investment Firm B
Listed on 2026-02-06
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Administrative/Clerical
Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin, Business Administration
Location: New York
Overview
Hybrid Executive Assistant – Midtown Investment Firm - $110-140k + B and Exceptional Benefits
The Company:A boutique investment management firm that provides comprehensive investment oversight and financial management for an ultra–high-net-worth principal. The firm operates with a lean, highly capable team in a collaborative, intellectually driven environment. While fast-paced and high-performing, the office culture is grounded, genuine, and team-oriented. No difficult personalities!
The Role:This Executive Assistant will provide broad administrative support to a team of investment professionals while assisting with general office admin work. This is a newly created position offering visibility, variety, and the opportunity to shape the administrative function as the firm continues to grow.
The ideal candidate will be proactive, polished, and adaptable, someone who takes pride in anticipating needs, staying organized, and contributing to a positive office dynamic.
Responsibilities:- Manage calendars, coordinate meetings, and schedule conference calls, occasionally across multiple time zones.
- Arrange complex domestic and international travel itineraries, including air, ground, accommodations, and dining.
- Process expense reports and credit card reconciliations using Excel and internal tracking systems.
- Serve as the point of contact for office management duties, including ordering supplies, managing vendors, liaising with IT support, and coordinating with building management and security.
- Support with meeting preparation, document organization, and file maintenance.
- Handle confidential materials and communications with discretion and professionalism.
- 3+ years of administrative or executive assistant experience, ideally within finance, investment, or professional services.
- Exceptional attention to detail, organization, and follow-through.
- Strong communication skills and a team-first mindset.
- Proficiency in Microsoft Office Suite (particularly Excel and Outlook).
- A self-starter who thrives in a lean, collaborative environment.
Compensation: $110k-$140k plus Bonus, Strong Benefits, and 401K (with automatic match)
The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.
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Advice Personnel
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