EA to CEO/Co-Founder – Family Office – Investment Management – NYC

Position Summary: We are seeking a highly organized and proactive Executive Assistant to provide comprehensive support to the CEO of our prestigious family office investment management firm. In this dynamic role, you will play a vital part in ensuring the CEO’s day-to-day activities run smoothly, while also managing interactions with several non-profit organizations associated with the firm. The successful candidate must possess exceptional communication skills, a high level of discretion, and the ability to multitask effectively across various responsibilities.

Responsibilities:

1. Administrative Support to the CEO:

   • Manage the CEO’s calendar, scheduling appointments, meetings, and conference calls, while considering the priorities and preferences of the executive.
   • Prepare and organize documents, reports, and presentations for internal and external meetings.
   • Coordinate travel arrangements, including flights, accommodations, and ground transportation, ensuring seamless travel experiences.
   • Handle expense reporting, ensuring accuracy and adherence to company policies.

2. Non-Profit Interaction and Coordination:

   • Act as a liaison between the family office investment management firm and several non-profit organizations.
   • Facilitate communication with non-profit partners, donors, and other stakeholders, conveying the firm’s philanthropic vision and values.
   • Coordinate participation in non-profit events, fundraisers, and philanthropic initiatives.

3. Communication and Relationship Management:

   • Screen and respond to incoming calls, emails, and inquiries on behalf of the CEO, exercising professionalism and diplomacy.
   • Foster positive working relationships with internal team members, external partners, and non-profit organizations.

4. Project Assistance and Special Initiatives:

   • Support the CEO in various projects, research, and special initiatives as required.
   • Collaborate with other members of the team to ensure efficient project execution and successful outcomes.

5. Confidentiality and Discretion:

   • Handle sensitive and confidential information with the utmost discretion, ensuring information security at all times.

6. Event Planning and Coordination:

   • Assist in organizing internal and external events, ranging from meetings and conferences to non-profit fundraisers and gatherings.

7. Miscellaneous Administrative Duties:

   • Handle various administrative tasks, such as filing, record-keeping, and office organization.

Qualifications:

• Bachelor’s degree required.
• Minimum of 10 years of relevant experience supporting C-Suite level executives
• Proven experience as an Executive Assistant, preferably within the financial or investment management industry.
• Strong organizational and time management skills, with an ability to prioritize tasks effectively.
• Excellent written and verbal communication skills, displaying a high level of professionalism.
• Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.
• Proficiency in using productivity software, including Microsoft Office Suite.
• A proactive and resourceful approach to problem-solving and anticipating the CEO’s needs.
• Ability to work independently and handle multiple tasks with minimal supervision.
• A genuine interest in philanthropy and non-profit work is a plus.

Join our family office investment management firm as an Executive Assistant and be an integral part of supporting our CEO’s success while contributing to our philanthropic endeavors with non-profit organizations. If you are a dedicated professional with a passion for excellence, we welcome you to apply and become a valued member of our team.

Job ID:

15045