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Executive Assistant at Boutique Investment Firm in Midtown

  • New York, NY


Our client, a highly reputable investment firm located in Midtown East, is seeking a proactive, and exceptionally organized Executive Assistant to support senior executives on its Real Estate team. This is a highly embedded role focused on managing complex calendars, coordinating travel, tracking priorities and deliverables, and implementing processes to keep the team organized and running efficiently. The ideal candidate is a resourceful self-starter with impeccable attention to detail, strong communication skills, and the ability to anticipate needs, take ownership, and drive follow-through in a fast-paced environment. This role is in-office, 5 days a week.

RESPONSIBILITIES:
  • Serve as the dedicated Executive Assistant and primary point of contact for senior members of the team, acting as a liaison with other internal departments
  • Proactively manage high-volume calendars, scheduling and coordinating internal and external meetings while resolving conflicts before they arise
  • Conduct weekly planning sessions with each team member to review schedules, priorities, and outstanding items, and proactively check in ahead of key meetings and deadlines
  • Manage team tasks and deliverables, following up on outstanding items and ensuring team members remain organized and on schedule
  • Develop and maintain processes to improve team organization, productivity, and efficiency
  • Leverage AI tools, such as Claude, to manage schedules, create reminders, prepare materials, and streamline routine administrative tasks
  • Coordinate complex domestic and international travel arrangements, including flights, car service, dinner reservations, and client meetings, and troubleshoot travel issues as needed
  • Prepare and submit expense reports accurately and in a timely manner
  • Provide additional administrative support and assist with ad hoc projects as needed

REQUIREMENTS:
  • Bachelor's degree and a minimum of 4 years of experience supporting senior-level professionals as an Executive Assistant
  • Experience in a fast-paced, high-volume environment; prior experience within an investment firm or similar financial services environment strongly preferred
  • Highly proactive, resourceful self-starter with the ability to anticipate needs, take initiative, and drive follow-through independently
  • Exceptional organizational skills and meticulous attention to detail
  • Excellent written and verbal communication skills with a polished and professional demeanor
  • Ability to manage multiple competing priorities and adapt quickly to changing schedules and demands
  • Strong proficiency in Microsoft Office Suite
  • Comfortable leveraging AI tools to improve efficiency; prior experience is a plus but not required

SALARY:
$100–125K (DOE) + Discretionary Bonus Opportunity + Great Benefits + Excellent PTO + Perks

HOURS:
8:00am-5:00pm + Flexibility if needed





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