Job Description

EXECUTIVE ASSISTANT - INVESTMENT MANAGEMENT

Salary: $80,000–$90,000 + Bonus | Hybrid Schedule | Permanent

Position Details:

• Location: Onsite in Stamford, CT (hybrid schedule – Mondays & Fridays remote)
• Type: Full-time, Direct Hire
• Compensation: $80,000–$90,000 + Bonus, with a generous benefits package

Are you a proactive and detail-oriented senior administrative professional looking to take the next step in your career? Join a forward-thinking investment management firm as an Executive Assistant supporting a dynamic senior sales team. This is an excellent opportunity to contribute to a high-performing, collaborative environment where your communication, organizational, and multitasking skills will be highly valued.

Key Responsibilities:

• Manage complex calendars, itineraries, and travel arrangements
• Schedule meetings and prepare detailed expense reports via Concur
• Serve as a key point of contact for internal teams and external stakeholders
• Coordinate and organize internal/external events, including team meetings, client engagements, and conferences
• Maintain up-to-date contacts and records in internal systems
• Assist with meeting prep, including agendas and post-meeting follow-ups
• Draft and edit correspondence, reports, and marketing presentations
• Provide additional project and administrative support as needed

Qualifications:

• Bachelor’s degree required
• 3-5 years of relevant experience, preferably within financial services
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Familiarity with Salesforce preferred
• Excellent organizational and time management skills
• Strong verbal and written communication abilities
• Proven ability to manage multiple priorities in a fast-paced environment
• Discretion, sound judgment, and confidentiality required
• Independent and team-oriented with strong problem-solving skills
• Expert in complex calendar management and professional phone communication

Ready to take your administrative career to the next level? Apply today or reach out to learn more about this exciting opportunity!

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