Executive / Personal Assistant to Top Executive at Investment Firm

BCL Search

  • New York
  • 9 days ago

    Highlights

    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.

    Numbers & Facts

    LocationNew York

    Description

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

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




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