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Our client is seeking a seasoned Executive Assistant to provide high-level support within an established private investment firm. This newly created role is ideal for a career Executive Assistant who combines traditional executive support expertise with a strong interest in technology, AI, and process improvement. The position will evolve based on business needs and may include firmwide support, Investor Relations team coverage, and project-based responsibilities. The ideal candidate is adaptable, highly organized, and tech-savvy, with the ability to identify smarter ways of working and add value beyond day-to-day administrative execution. Hours are generally 9:00am-5:30pm with flexibility for overtime as needed, and the role follows a hybrid 4/1 schedule with rotating Friday coverage among the Executive Assistant team.
Key Responsibilities:
- Provide high-level administrative support to senior professionals, including complex calendar management, scheduling, travel coordination, expenses, and meeting logistics
- Support Investor Relations and other teams as business needs evolve, adapting seamlessly to changing coverage and priorities
- Leverage AI platforms and technology tools to streamline administrative workflows, improve efficiency, and identify opportunities for process enhancement
- Maintain and organize information within CRM and other internal systems while supporting data accuracy and team connectivity
- Partner with senior leaders and administrative colleagues on projects, special initiatives, and evolving firmwide priorities
- Proactively identify opportunities to take ownership, solve problems, and improve how administrative support is delivered across the organization
Qualifications:
- 10+ years of Executive Assistant experience supporting senior professionals in a fast-paced environment
- Bachelor’s degree required
- Financial services experience preferred; candidates from other sophisticated professional services environments will also be considered
- Highly tech-savvy with demonstrated experience using AI platforms such as Claude or similar tools to improve productivity and workflows
- CRM experience strongly preferred; familiarity with DealCloud or comparable platforms is a plus
- Adaptable, proactive, and solutions-oriented career Executive Assistant who is comfortable with ambiguity and evolving responsibilities
Compensation/Benefits:
- Up to $150K-$175K base salary + bonus opportunity
- Fully employer-funded medical and vision coverage, plus dental benefits with a modest employee contribution
- 401(k) employee contribution plan and profit-sharing opportunity
- PTO package
- Hybrid 4/1 schedule with rotating Friday office coverage
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