Executive Assistant

New York, New York • $80,000 - $90,000

About the Company:

Our client is a boutique asset management firm in New York City offering investment and portfolio management, financial planning, consulting, securities, and other financial services.

Responsibilities:

  • Manages calendars, schedules, appointments, and required travel for the CCO and compliance team
  • Provides “gatekeeper” service, setting executives up for daily success
  • Liaise with an Executive Assistant team and build strong working relationships within the department
  • Maintain the contract & document management system and organize and maintain Legal Department files (both electronic and paper), including company contracts
  • Assist in the preparation of complex and professional presentations for a variety of internal and external meetings
  • Train employees on new contract processes and policies, including training on the system
  • Successfully completes ad hoc projects including research and drafting assignments
  • Reporting to the Chief Compliance Officer

Requirements:

  • Bachelor’s degree
  • 4 years of experience supporting C-Level Executives
  • Strong communication and interpersonal skills
  • Extremely organized with strong attention to detail
  • Compliance experience highly preferred
  • Proficiency in Microsoft Office Suite

 

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