Boutique investment management firm is seeking an Administrative Assistant to support the CEO and Chief of Staff .
Key Responsibilities
- Calendar & Schedule Management: Coordinate and maintain complex calendars, schedule appointments, meetings, and personal engagements.
- Travel Arrangements: Plan detailed domestic and international travel, including flights, accommodations, ground transport, and itineraries; coordinate with third-party vendors as needed.
- Family & Household Management: Oversee household needs, including vendor coordination, family events, and support for children's activities. Arrange services and manage household staff as necessary.
- Errands & Personal Tasks: Handle personal errands, reservations, and assist with gift purchasing and special occasion planning.
- Document & Transaction Management: Support document preparation, signature coordination, and filing. Handle transaction records, organize files, and assist with basic financial tracking.
- Event & Social Planning: Organize and execute private and business-related events, including social gatherings, dinners, and corporate functions.
- Luxury & Lifestyle Management: Facilitate requests related to luxury items, concierge services, or special accommodations.
- Manage office supply inventory, order office and kitchen supplies, and maintain a clean, organized workspace.
- Support Investor Relations tasks, such as organizing documents, managing mail merges, and ensuring timely communication.
- Back-up the Office Manager with visitor experience, greet clients and guests, and maintain professional standards in reception.
Requirements
- Bachelor's degree (required)
- 3+ years of experience in a high-net-worth environment or supporting executives in finance, real estate, or legal sectors
- Exceptional organizational, time-management, and communication skills
- High proficiency in Microsoft Office Suite
- Skilled in travel planning and calendar management