Job Description

Job Description

Job Description

Our client is looking for an experienced Executive Assistant to provide high-level administrative and office management support to the Chief Operating Officer and additional leaders at this boutique firm. This role is integral to ensuring the seamless operation of daily activities while contributing to key business areas such as compliance, accounting, and investment management. The ideal candidate will possess exceptional organizational skills, professionalism, and the ability to manage diverse responsibilities with precision. THIS IS A 100% ON-SITE POSITION

***PLEASE NOTE: THIS IS A 1099 POSITION. THIS ROLE DOES NOT OFFER HEALTH OR RETIREMENT BENEFITS***

***THIS ROLE DOES OFFER PAID TIME OFF***

***THIS POSITION CAN OFFER A 32 HOUR OR 40 HOUR WORK WEEK***

32 HOUR WORK WEEK: $75,000 ANNUAL SALARY

40 HOUR WORK WEEK: $85,000 ANNUAL SALARY

Responsibilities:

• Manage office operations, including overseeing supplies, handling reception duties, and coordinating maintenance requirements.

• Organize and maintain documents by scanning, filing, tracking deliverables, and managing DocuSign processes.

• Coordinate meetings and events by scheduling appointments, arranging travel, and planning light events.

• Prepare and format reports to support various business functions and ensure data is well-organized.

• Assist with financial tasks such as processing money movements and bill payments with a focus on accuracy.

• Design and edit PowerPoint presentations for both internal and external purposes.

• Utilize Excel and other software to organize, manage, and present information effectively.

• A minimum of 10 years of administrative support experience, preferably in finance, investment, or detail-focused services.
• Familiarity with QuickBooks is preferred.
• Strong organizational capabilities with the ability to prioritize and meet deadlines.
• Proficiency in Microsoft Office Suite, including Excel, PowerPoint, Word, and Outlook.
• Excellent communication skills paired with a high level of discretion and attention to detail.
• Ability to work independently while collaborating effectively with executive leadership and team members.

Job Tags

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