Executive Assistant

• Manage and maintain executive calendars, ensuring efficient scheduling and prioritization of meetings and events
• Coordinate and arrange travel plans, including booking flights, accommodations, and transportation
• Prepare and organize materials for executive meetings, ensuring all required documents and information are readily available
• Handle expense reporting and reconciliation using tools such as Concur
• Serve as a liaison between executives and internal teams, facilitating effective communication and collaboration
• Support multiple executives, including MDs and VPs, by anticipating their needs and providing proactive assistance
• Adapt to varying personalities within the leadership team to ensure seamless interactions and support
• Utilize Salesforce and other software tools to streamline processes and manage data
• Maintain a detail-oriented and business casual demeanor in all interactions
• Contribute to a high-paced work environment by stepping in and taking initiative as needed

• Minimum of 5 years of experience as an Executive Assistant, preferably in financial services or investment banking
• Proven expertise in calendar management and scheduling for multiple executives
• Strong background in coordinating travel arrangements and managing expenses
• Proficiency in Salesforce, Microsoft Office Suite, and other relevant software
• Ability to thrive in a fast-paced, high-pressure environment while maintaining attention to detail
• Excellent communication and interpersonal skills, with the ability to work well with diverse personalities
• Experience supporting leadership teams and managing competing priorities

Familiarity with HR processes or a technical background is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan