Executive Assistant to Chief Investment Officer

Greenwich, Connecticut

FOGARTY KNAPP & ASSOCIATES, INC.
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Family investment office is seeking an experienced and dedicated C-level Executive Assistant to provide one-on-one support to the Chief Investment Officer where you will:

  • Manage complex calendar and in-depth scheduling of appointments
  • Schedule international and domestic travel
  • Review emails for meetings, while keeping CIO on point
  • Serve as the primary point of contact for internal and external communication
  • Maintain confidentiality at all times
  • Assist in project coordination by tracking progress, deadlines, and deliverables
  • Prepare reports, presentations, and correspondence
  • Support event planning efforts by coordinating logistics and managing invitations
  • Greet visitors, manage calls with professionalism
  • Order/stock supplies, maintain pantry, schedule maintenance, manage scheduling of repairs, interact with building management and vendors
  • Maintain a high level of computer literacy to efficiently use various software applications

Requirements:

  • Prior C-level one-on-one EA experience (8+ years) in a finance firm
  • Strong organizational skills with the ability to prioritize tasks effectively.
  • Proficiency in office management practices and procedures.
  • Experience with project coordination and event planning is highly desirable.
  • Familiarity with phone systems and front desk operations.
  • Excellent communication skills, both written and verbal.
  • Ability to work independently while being a collaborative team player.
  • High level of computer literacy, including proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Beautiful offices, cohesive team of six, bonus, wonderful benefits, 8:15 - 5:30 p.m.


    Date Posted: 02 May 2025
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