Executive Administrative Assistant

TBG | The Bachrach Group; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

A reputable investment management firm in New York City is seeking a detail-oriented Executive Administrative Assistant. This role supports the Investor Relations team with administrative tasks and offers potential growth into a Junior IR position. Candidates should have proficiency in CRM systems and a strong background in finance.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• Proven administrative experience, ideally in finance or investor relations.
• Familiarity with CRM systems, Salesforce or similar is preferred.
• Experience managing logistics and scheduling across global time zones.

Responsibilities

• Provide administrative support to the Investor Relations team.
• Manage calendars, meetings, documentation, and communications.
• Coordinate logistics for investor interactions and global meetings.

Skills

Attention to Detail

Communication

Organizational Skills

Multitasking

Interpersonal Skills

Tools

Microsoft Office Suite

Job description

TBG | The Bachrach Group provided pay range

This range is provided by TBG | The Bachrach Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $120,000.00/yr

Direct message the job poster from TBG | The Bachrach Group

National Vice President at The Bachrach Group

Reputable Investment Management firm based in New York City is seeking a highly organized and proactive Executive Administrative Assistant to provide support to the Investor Relations (IR) team, consisting of two team members and the Head of Business Development.

This role will primarily focus on administrative duties, with potential for growth into a Junior IR role over time. The successful candidate will support daily operations, ensuring efficient communication and coordination between the company and its investors. A strong background in finance is preferred, and experience with CRM systems is highly desirable. The team uses Dynamo, and training will be provided for candidates familiar with systems such as Salesforce. This role demands exceptional attention to detail, as the team handles numerous inbound requests, schedules meetings, updates internal trackers and CRM systems, and arranges travel. The role is fast-paced, requiring flexibility and the ability to manage competing priorities.

The position is paying up to $120K and the company would like to interview ASAP!

Hours: 8am -5/5:30pm

5 days onsite

Key Responsibilities:

• Provide comprehensive administrative support to the Investor Relations team, including scheduling meetings, preparing agendas, and maintaining relevant files and documents.
• Manage the calendar and daily tasks for the Director of Investor Relations.
• Ensure timely processing of documentation related to investor transactions and communications.
• Maintain and update investor contact databases, ensuring accurate and up-to-date records.
• Assist with tracking and compiling feedback from investors and analysts, and prepare summaries.
• Aid in the preparation and distribution of investor communications and monthly materials.
• Support gathering, entering, and analyzing data for IR meetings.
• Manage scheduling and logistics for global meetings, coordinating across varying time zones.

Skills & Qualifications:

Experience:

• Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and other office productivity tools.
• Experience using and maintaining data in CRM platforms (Salesforce or similar).
• Previous administrative or support experience in investor relations, data entry, or corporate communications at a financial firm is required.

Key Skills:

• Excellent written and verbal communication skills, with the ability to craft clear and professional messages.
• Strong organizational and multitasking abilities, with a keen attention to detail.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Strong interpersonal skills with the ability to collaborate effectively with internal teams.
• Capacity to schedule meetings across global time zones.

Personal Attributes:

• Proactive, self-motivated, and able to work independently.
• Ability to thrive in a fast-paced environment, managing multiple competing priorities.
• A self-starter mindset with a collaborative approach to working with the team and the wider organization.
• Enthusiastic and eager to learn about investor relations.

If you are a detail-oriented, highly organized individual with a passion for supporting investor relations, we encourage you to apply. This is an excellent opportunity to grow within the investor relations field while supporting a dynamic and fast-paced team.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Financial Services, Venture Capital and Private Equity Principals, and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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