Boutique Investment Advisory firm is seeking an Executive Assistant to support a Founding Partner/CEO. Responsibilities will include: heavy phone coverage and calendar management ensuring the schedule is followed and respected, booking professional/personal travel and expenses using Concur, preparing agendas/documents for meetings and conducting research. Will also assist on personal work related to various boards/organizations, bills, calendar and ad hoc projects. Participate in maintenance of kitchen, supply room/conference rooms and assist in planning internal office events.
The ideal candidate must have a college degree and 5-10 years of relevant support experience, including senior level support. Financial services industry is required. Will have a positive attitude and approachable personality. They will be quick on their feet, have a high degree of organization and ownership and will be capable of prioritizing and multitasking in a fast moving, dynamic environment with a no task is too small attitude. Strong knowledge and skills in Microsoft Office Suite and Concur.