Executive Assistant to Principal, Family Office, EST Time ONLY!
Executive Assistant to Executive Team, Family Office, Remote/Eastern Standard Time Only
A small team of a prestigious family office is looking for an Executive Assistant to provide comprehensive support to the team and in particular the Senior Investment Officer. This person will also be the back-up to the Executive Assistant to the main principal. This is a remote role for Eastern Time Zone candidates only. The Executive Assistant will work collaboratively with the 4 person team ensuring seamless coordination across professional priorities. This position requires over 5 years of experience supporting a key executive in the finance space; longevity supporting a key executive in private equity or investment banking highly desired. The candidate must like to work with numbers and have advanced Excel skills (VLOOKUP, Pivot Tables). Prior financial analyst experience is highly desired. The ideal candidate is resourceful, detail-oriented, and eager to enhance workflow efficiency, including through AI-driven process improvements.
About the Job:
• Work collaboratively with the team to ensure all administrative priorities are met: Manage calendar for the senior investment officer and act as a back- up for the principal, prioritizing commitments for the team.
• Arrange and confirm domestic and international travel with detailed itineraries.
• Assist in handling HR functions, including onboarding, payroll processing, and benefits coordination.
• Draft and manage email correspondence, prioritizing incoming messages for the Investment Officer and team, as needed.
• Maintain and update detailed spreadsheets, financial summaries, and reports using advanced Excel functions
• Manage and update investment documents using Google Suite and Google Sheets.
• Participate and have ideas for process improvement initiatives, exploring and implementing AI tools where beneficial.
• Coordinate special projects, events, and ad hoc assignments.
• Maintain off-hour availability via cell when necessary and within reason.
About You:
• Minimum 5 years of Executive Assistant experience supporting a senior executive in the finance, private equity, investment banking space.
• Prior financial analyst experience highly preferred.
• Advanced proficiency in Microsoft Excel (VLOOKUP, Pivot Tables) and strong skills in Word, PowerPoint, and Outlook.
• Proficiency with Google Suite (Docs, Sheets, Drive, Calendar) and enthusiasm for learning AI-based productivity tools.
• Strong written and verbal communication skills; able to write and edit correspondence with accuracy and professionalism.
• High degree of discretion, integrity, and confidentiality.
• Experience working remotely with success
• Exceptional organizational and time management skills; able to manage multiple priorities in a fast-paced environment.
• A proactive, solutions-oriented mindset and the ability to work collaboratively with a team spirited mentality
Compensation: Competitive base salary plus discretionary bonus; health care stipend per pay period.
Apply Now
Apply Now
A small team of a prestigious family office is looking for an Executive Assistant to provide comprehensive support to the team and in particular the Senior Investment Officer. This person will also be the back-up to the Executive Assistant to the main principal. This is a remote role for Eastern Time Zone candidates only. The Executive Assistant will work collaboratively with the 4 person team ensuring seamless coordination across professional priorities. This position requires over 5 years of experience supporting a key executive in the finance space; longevity supporting a key executive in private equity or investment banking highly desired. The candidate must like to work with numbers and have advanced Excel skills (VLOOKUP, Pivot Tables). Prior financial analyst experience is highly desired. The ideal candidate is resourceful, detail-oriented, and eager to enhance workflow efficiency, including through AI-driven process improvements.
About the Job:
• Work collaboratively with the team to ensure all administrative priorities are met: Manage calendar for the senior investment officer and act as a back- up for the principal, prioritizing commitments for the team.
• Arrange and confirm domestic and international travel with detailed itineraries.
• Assist in handling HR functions, including onboarding, payroll processing, and benefits coordination.
• Draft and manage email correspondence, prioritizing incoming messages for the Investment Officer and team, as needed.
• Maintain and update detailed spreadsheets, financial summaries, and reports using advanced Excel functions
• Manage and update investment documents using Google Suite and Google Sheets.
• Participate and have ideas for process improvement initiatives, exploring and implementing AI tools where beneficial.
• Coordinate special projects, events, and ad hoc assignments.
• Maintain off-hour availability via cell when necessary and within reason.
About You:
• Minimum 5 years of Executive Assistant experience supporting a senior executive in the finance, private equity, investment banking space.
• Prior financial analyst experience highly preferred.
• Advanced proficiency in Microsoft Excel (VLOOKUP, Pivot Tables) and strong skills in Word, PowerPoint, and Outlook.
• Proficiency with Google Suite (Docs, Sheets, Drive, Calendar) and enthusiasm for learning AI-based productivity tools.
• Strong written and verbal communication skills; able to write and edit correspondence with accuracy and professionalism.
• High degree of discretion, integrity, and confidentiality.
• Experience working remotely with success
• Exceptional organizational and time management skills; able to manage multiple priorities in a fast-paced environment.
• A proactive, solutions-oriented mindset and the ability to work collaboratively with a team spirited mentality
Compensation: Competitive base salary plus discretionary bonus; health care stipend per pay period.
Apply Now
Apply Now