Executive Office Assistant

• Assist with scheduling, planning, and departmental functions
• Oversee calendar management, travel logistics, and expense reporting for investment professionals
• Maintain the CRM system including capturing daily meetings/calls
• Assist with preparing marketing materials
• Greet and provide general support to visitors
• Work with building management and facilities
• Lead office operations including kitchen/supply management and vendor management
• Maintain conference room calendars
• Assist with annual event coordination/logistics as needed
• Assist with and coordination of occasional team and firm events
• Other ad-hoc projects as assigned

• Bachelor’s degree required
• 3-5 years if related experience in office administration/management
• Experience within financial services or similar-paced industry
• Direct executive support experience preferred
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office
• Experience with CRM systems

Direct executive support experience preferred