Executive Administrative Assistant — Investment Management

Daley And Associates, LLC.; Boston (MA); On-site; USD 37,000 - 45,000; Full time

Job summary

Daley And Associates, LLC. in Boston, MA is seeking an Administrative Assistant to support senior leaders with complex calendar management, travel planning, and high-quality reporting.

You will coordinate meetings, prepare materials, and maintain confidential information across global teams. The role requires 1–3+ years in administrative roles within financial services or professional services, with a Bachelor's degree and strong communication skills.

Qualifications

• 1–3+ years of administrative experience in investment management, financial services, or professional services.
• Bachelor's degree required.
• Strong written and verbal communication and interpersonal skills.
• Ability to manage competing deadlines and changing priorities.
• Excellent time-management, organization and prioritization skills.
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).

Responsibilities

• Perform calendar management via Microsoft Outlook.
• Coordinate travel arrangements and itineraries (domestic and international).
• Spearhead logistical coordination of meetings and events.
• Prepare and deliver client reporting, presentations, and meeting packets.
• Manage internal/external correspondence and vendor relations.
• Assist in new-hire onboarding logistics and equipment orders.
• Update and maintain information in systems.
• Perform expense reporting and support special projects.

Skills

Calendar management

Communication

Time management

Organizational skills

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office Suite

Outlook

PowerPoint

Excel

Job description

Daley And Associates, LLC. in Boston, MA is seeking an Administrative Assistant to support senior leaders with complex calendar management, travel planning, and high-quality reporting.

You will coordinate meetings, prepare materials, and maintain confidential information across global teams. The role requires 1–3+ years in administrative roles within financial services or professional services, with a Bachelor's degree and strong communication skills.