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Executive​/Personal Assistant to Executive at Investment Firm

Job in New York, New York County, New York, 10261, USA
Listing for: HRB
Full Time position
Listed on 2026-10-16
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Executive Admin/ Personal Assistant, Virtual Assistant/ Remote Admin
Salary/Wage Range or Industry Benchmark: 120000 - 150000 USD Yearly USD 120000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Executive / Personal Assistant to Top Executive at Investment Firm
Location: New York

Executive / Personal Assistant to Top Executive at Investment Firm
  • New York, NY

Our client, an established private investment firm, is seeking an experienced Executive Assistant to provide comprehensive business and personal support to a top executive. This is a key position within the organization, requiring someone who can manage complex schedules and competing priorities, exercise excellent judgment, and ensure that both day-to-day needs and larger commitments are handled seamlessly. The ideal candidate is polished, highly organized, proactive, and resourceful, with the ability to think ahead, make sound decisions independently, and navigate a fast-paced environment with discretion.

A collaborative, team-oriented approach is essential, along with the flexibility to assist other senior executives or departments as needed.
This role is in the office 5x/week.

RESPONSIBILITIES
  • Oversee a complex executive calendar, coordinating meetings, appointments, and commitments while effectively managing competing requests and protecting the executive's time
  • Arrange domestic and international travel, including commercial and private aviation, accommodations, ground transportation, and detailed itineraries, while managing changes and unexpected disruptions
  • Handle executive correspondence, presentations, meeting materials, and other documents, ensuring accuracy, organization, and confidentiality
  • Serve as a primary point of contact for senior internal and external stakeholders, managing communications and requests with professionalism and discretion
  • Prepare, submit, and reconcile expense reports and related financial documentation
  • Coordinate personal appointments, reservations, travel, and other requests, ensuring professional and personal commitments are managed efficiently
  • Identify scheduling conflicts, anticipate upcoming needs, and resolve time-sensitive matters independently to keep priorities on track
  • Coordinate with fellow Executive Assistants and administrative colleagues to maintain consistent communication, align priorities, and ensure appropriate coverage
  • Provide assistance to other senior executives or departments as needed, remaining adaptable to changing business demands
  • Ongoing ad hoc assignments as needed
REQUIREMENTS
  • 7–10+ years of Executive Assistant experience supporting C-suite executives, Principals, or similarly senior leaders
  • Previous experience in financial services or a comparable professional environment
  • Extensive experience handling complex executive calendars, domestic and international travel, and confidential administrative matters
  • Ability to work effectively alongside other Executive Assistants, including coordinating shared responsibilities and executive coverage
  • Excellent organizational skills, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment
  • Strong written and verbal communication skills, with a professional approach
  • High level of discretion and sound judgment when handling sensitive business and personal information
  • Adaptable, composed, and able to respond effectively to last-minute changes and urgent requests
  • Willing and able to provide both business and personal support, including occasional after-hours availability when needed
  • Bachelor's degree or equivalent combination of education and relevant experience
SALARY

$120K–$150K (DOE) + Discretionary Bonus Opportunity + Excellent Benefits

HOURS

8:30 AM–5:30 PM (DOE) + Flexibility as needed

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