Team Executive Assistant / Team Coordinator

Our client, a highly regarded investment management firm, is seeking an experienced Team Executive Assistant / Team Coordinator to support a team of investment professionals. This is an excellent opportunity for a polished, proactive, and detail oriented professional who thrives in a fast paced environment and enjoys being a key resource to a collaborative team.

The role also offers exposure beyond traditional Executive Assistant responsibilities, including involvement in research coordination, team offsites, and ad hoc projects.

Key Responsibilities:

• Provide day to day administrative support to a team of investment professionals.

• Manage complex, high volume calendars, scheduling, and meeting logistics.

• Coordinate internal and external meetings and ensure all logistics are handled seamlessly.

• Arrange domestic and international travel and manage itinerary changes as needed.

• Process expense reports and maintain accurate team records.

• Organize and distribute research materials and other relevant team information.

• Assist with team offsites, special projects, and other ad hoc needs.

• Coordinate with internal teams and external contacts to ensure efficient communication and follow through.

• Serve as a proactive resource to the team, anticipating needs and helping priorities stay on track.

Qualifications:

• Bachelor’s degree required.

• 3+ years of Executive Assistant, Team Assistant, or related administrative experience.

• Financial services experience preferred.

• Experience managing high volume calendars and rapidly changing priorities.

• Strong organizational skills and exceptional attention to detail.

• Excellent written and verbal communication skills.

• Proficiency in Microsoft Office, including Outlook, Excel, Word, and PowerPoint.

• Professional, collaborative, and solutions oriented approach.

• Ability to exercise discretion and work effectively in a fast paced environment.

Compensation:

$120,000 base salary, plus paid overtime and discretionary bonus.