Executive Assistant
Core
Provide comprehensive administrative support, manage complex projects, and handle confidential personnel records for a specific person or function within a private wealth investment firm.
Role type
Executive Assistant (Financial Services)
Builds
Administrative workflows, confidential personnel files, and departmental project coordination
Domain
Private Wealth / Alternative Investments
Required skills
Financial services industry experience, advanced MS Office (Word, Excel, PowerPoint), database management, expense management, scheduling and travel coordination, budget development, discretion and confidentiality, multitasking and prioritization
Preferred skills
None explicitly stated
Technologies
MS Word, Excel, PowerPoint, databases
Responsibilities
Prepare routine and specialized correspondence, memos, and reports; handle incoming and outgoing mail; answer and screen telephone calls; manage expense reports and travel arrangements; coordinate budget development; maintain confidential files and personnel records; assist with miscellaneous clerical tasks; manage complex departmental projects
Seniority
Individual Contributor