Boutique Financial Services has a Hybrid role providing comprehensive administrative support to the Wealth Management Team
Heavy client interaction with HNWIs - Offer current and future assistance
Coordinate events
Collaborate with other executive assistants on a global scale to schedule priority meetings and accommodate multiple time zones.
Assist in the preparation of internal communications.
• Coordinate onsite meetings, including preparation and distribution of meeting materials, building access for visitors, and catering.
Prepare intricate and timely expense reports; follow up on reimbursements as needed.
Manage executives’ calendars, create agendas, and prioritize key meetings.
Coordinate itineraries for extensive domestic and international travel.
Maintain and update organizational charts for departmental use.
Extensive onboarding and off-boarding activities across projects,
\nCompany DescriptionInvestment boutique
Company DescriptionInvestment boutique Read LessOur client is a fast growing, global investment firm specializing in asset-based credit solutions that help companies achieve critical growth milestones. Headquartered in New York with an office in London, the firm offers a collaborative, fast-paced environment where administrative professionals play a vital role in supporting the business and enhancing the employee experience.
The Administrative Assistant will be a key member of the administrative team. This individual will support a broad range of responsibilities including office operations, reception, executive scheduling, travel coordination, and employee engagement initiatives. The ideal candidate is highly organized, proactive, and enjoys creating a welcoming, well-run office environment.
Responsibilities
Serve as the first point of contact for all guests, candidates, and vendors, ensuring a professional and welcoming experience.Manage visitor registration and arrival communications.Coordinate conference room scheduling and oversee onsite meeting logistics.Support interview coordination by greeting candidates, managing interview schedules, and keeping interviewers on schedule throughout the day.Manage calendars for team members across multiple offices and time zones, proactively identifying and resolving scheduling conflicts.Coordinate recurring meetings and anticipate calendar challenges before they arise.Arrange domestic and international travel, including flights, hotels, ground transportation, and itineraries for employees across the U.S. and U.K.Plan and coordinate office culture initiatives including birthday celebrations, team lunches, employee events, happy hours, and off-sites.Partner with Human Capital on larger employee engagement programs and special events.Serve as the primary liaison with building management and coordinate office maintenance and repair requests.Oversee office operations including kitchen organization, inventory management, office supply ordering, and ensuring the office is fully prepared for each business day.Maintain a clean, organized, and welcoming office environment.Qualifications
Minimum of 2 years of administrative experience.At least one year of experience within a professional services environment such as finance, private equity, investment management, real estate, or legal services preferredRequirementsExceptional organizational and time management skills with outstanding attention to detail.Ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy.Strong sense of ownership, accountability, and follow-through.Excellent written and verbal communication skills with the confidence to interact professionally with employees at all levels.Comfortable making brief announcements to the office regarding birthdays, events, and other company updates.Proactive, resourceful, and solution-oriented with the ability to anticipate needs before they arise.Highly dependable with a reputation for reliability and responsiveness.Comfortable learning new technology and systems to improve efficiency.Demonstrates good judgment, learns quickly, and welcomes feedback.This is a fully onsite position, Monday through Friday, 8:00 AM – 5:00 PM.Investment boutique
Company DescriptionInvestment boutique Read LessExecutive Assistant:
Financial Services Firm is seeking an Executive Assistant to support a Senior Executive! We are looking for an individual with finance experience that is a creative problem solver who can think outside of the box.
Executive Assistant Job Responsibilities:
Heavy calendar managementHandle logistics for all meetings and eventsExtensive domestic and international travel arrangementsEdit and create documents and presentationsPrepare PowerPoint and Excel documents for Board meetingsSpecial projects as required
Executive Assistant Job Requirements :
Must have minimum of 5 years administrative experience, financial services experience a plusProficiency in Microsoft Office, with experience in Word, Excel and PowerPoint.Exceptional interpersonal, organizational, business communication and time management skills.Ability to work well under pressureExcellent oral and written communication skills.Strong project management skills.Bachelors Degree required\nCompany DescriptionInvestment boutique
Company DescriptionInvestment boutique Read Less