Executive Assistant – Financial Services

• Provide high-level executive support to the CEO and C-suite while overseeing daily office operations
• Manage complex calendars, meetings, and domestic and international travel arrangements
• Prepare executive correspondence, presentations, and briefing materials
• Coordinate executive, board, and investor/client meetings, including agendas, materials, and logistics
• Monitor priorities and ensure timely follow-up on action items
• Oversee office operations, including vendor management (IT, facilities, security, and office supplies), onboarding support, and workspace logistics
• Serve as the primary point of contact for office-related needs and act as a trusted liaison to internal and external stakeholders
• Handle confidential information with discretion and provide support on special projects as needed
• Perform additional duties as assigned

• Bachelor's degree required
• 3+ years of experience in executive assistance, administrative support, or office management within investment management, financial services, or a related professional services environment
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint, and Excel)
• Fluent in English and Spanish, with strong written and verbal communication skills in both languages (preferred but not required)
• Excellent organizational, time management, and prioritization abilities
• High level of professionalism, discretion, and sound judgment
• Strong attention to detail with exceptional follow-through

Fluent in English and Spanish, with strong written and verbal communication skills in both languages