Executive Assistant / Strategic Business Partner at Investment Firm in Midtown (Hybrid)

Our client, a global investment firm based in Midtown East, is seeking a Strategic Business Support Partner to provide high-level executive support to a team. This role represents the evolution of the traditional Executive Assistant, serving as a proactive partner to leadership while combining executive support with operational coordination to help teams operate more effectively. The ideal candidate will be highly motivated, exercise sound judgment, thrive in a fast-paced environment, and successfully manage multiple priorities while anticipating needs and driving execution. They should be proactive, solutions-oriented, take ownership and accountability, and enjoy creating structure in a dynamic environment. Learning and professional development opportunities are substantial, making this an outstanding opportunity to join a high-growth organization.

 
RESPONSIBILITIES:

Leadership & Business Support

• Manage complex calendars and meeting requests with a strong understanding of prioritization, stakeholder dynamics, and anticipating scheduling conflicts.
• Coordinate domestic and international travel, itineraries, expense reporting, and related administrative support while helping transition transactional work to centralized processes where appropriate.
• Provide high-touch support to local leaders and leadership groups, including complex scheduling, meeting preparation, follow-up tracking, and prioritization support.
• Coordinate leadership operating rhythms, including staff meetings, planning sessions, quarterly reviews, recurring management forums, and executive events.
• Prepare agendas, meeting materials, pre-reads, and correspondence; track decisions and action items to ensure follow-through.
• Support team communications, organizational charts, recurring reporting, and proactively identify and resolve scheduling, communication, and coordination bottlenecks.

Office-Wide Support & Coordination

• Support office-wide administrative initiatives, including onboarding, organizational changes, internal communications, employee engagement efforts, and recurring local programs.
• Serve as a liaison between leadership, Facilities, HR, IT, Finance, Travel, and other corporate support functions.
• Coordinate backup coverage across the local business support team to ensure continuity and responsiveness.

Team Development & Process Improvement

• Provide day-to-day guidance and coordination to Business Support Partners and office support resources.
• Standardize templates, trackers, meeting processes, and administrative workflows while identifying opportunities to improve efficiency, service quality, and consistency.
• Work within a collaborative, pooled support model that emphasizes flexibility, responsiveness, cross-coverage, and shared accountability.

Administrative Operating Model

• Serve as the local lead for the business support model, helping define priorities, workflows, intake standards, and service expectations.
• Partner with the Corporate Services & Administrative Manager to implement pooled support practices, standardized processes, and determine work appropriate for centralized/shared services versus local support.
• Monitor high volumes of calls, emails, and communications while prioritizing correspondence, drafting responses, and ensuring timely follow-up on executive action items.
• Plan and coordinate recurring team meetings and executive meetings requiring complex logistics, meeting space, technology, hospitality, and supporting materials.
• Maintain familiarity with company policies, including travel, IT, personal stock, and record retention.
• Build detailed travel itineraries, agendas, directions, and supporting materials for executives and firm guests.
• Serve as a professional liaison with clients, investors, guests, and internal stakeholders while representing the firm's culture and values.
• Handle highly confidential information with discretion and professionalism.
• Provide concierge-style support for guests, including travel, dining, local transportation, and other office-related needs.

REQUIREMENTS:
 

• 5–7+ years of experience in executive support, administrative operations, or business support within professional services, financial services, or a similarly fast-paced environment.
• Strong executive presence, judgment, and professionalism.
• Proven ability to manage multiple senior stakeholders and competing priorities.
• Demonstrated success improving processes and creating structure in evolving environments.
• Excellent written communication, meeting management, and stakeholder coordination skills.
• High level of discretion and confidentiality.
• Strategic mindset, not just task-oriented.
• Comfortable operating without a rigid playbook.
• Strong relationship builder who introduces structure and drives organization.
• Able to balance executive support with office-wide coordination.
• Viewed as a trusted business partner, not simply an assistant.
• Comfortable working within a pooled support model rather than dedicated executive support.
• Strong prioritization skills and comfort with ambiguity.
• Proactive, independent thinker with excellent anticipation skills.
• Collaborative partner to both leadership and peers.
• Interested in a broader, strategic administrative career path.

SALARY:
$105-$120K (DOE) + Excellent benefits (including a fully covered option for employees) + Discretionary bonus opportunity, 401K/match
 
HOURS:
8:30am-5:30pm + Flexibility. This role is in the office 4x a week w/ a rotational Friday 




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