Executive Assistant

Client Overview

Our client, a globally recognized finance and investment firm with a fast-paced, high-performance culture, is seeking a polished and experienced Executive Assistant to provide critical support to senior leadership. Known for their collaborative environment and industry excellence, the firm offers a unique opportunity for an Executive Assistant to operate at the highest level within the finance space. If you are a poised and performance-driven Executive Assistant looking to take your career to the next level in the finance industry, this Executive Assistant opportunity offers the scope, exposure, and challenge you are seeking.

$90,000 - $95,000 annually

The Executive Assistant will act as a strategic partner to top-level executives, managing complex scheduling, handling confidential communications, and coordinating across departments. The ideal Executive Assistant is highly professional, thrives under pressure, and has previous experience supporting leadership in the finance sector. This is a fast-moving role with visibility and influence, ideal for a career Executive Assistant looking for a long-term opportunity.

• Provide day-to-day executive administrative support to the C-suite and senior leadership.
• Manage multiple calendars, prioritize meetings, and coordinate internal and external engagements.
• Handle confidential communications, board materials, and executive-level correspondence.
• Book and manage global travel logistics, including flights, hotels, and ground transportation.
• Prepare polished presentations, reports, and talking points for meetings and events.
• Liaise with clients, investors, and internal stakeholders with professionalism and discretion.
• Track key initiatives and assist with project deadlines, deliverables, and follow-ups.
• Submit expense reports and reconcile transactions promptly.
• Support event planning and internal coordination for executive off-sites and investor events.
• Maintain a pulse on shifting priorities and anticipate the needs of the Executive team.

• 5+ years of Executive Assistant experience in a financial services, investment, or banking environment.
• Proven track record of managing complex executive workflows and multiple priorities.
• Exceptional communication and organizational skills.
• Proficiency in Microsoft Office Suite, especially Outlook, Excel, and PowerPoint.
• Ability to maintain confidentiality, sound judgment, and discretion in a high-pressure setting.

• Background in private equity, investment banking, or asset management.
• Experience working with board members, investors, and senior-level clients.
• Familiarity with CRM systems and financial document preparation.
• Ability to thrive in a fast-paced, metrics-driven culture.

• Bachelor’s degree is required.

• Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off).