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 calendar management, travel arrangements, and reporting. The role involves coordinating meetings, client communications, and onboarding logistics, with a focus on confidentiality and professionalism.

The contract position runs 8–12+ months, paying $27–$33/hour depending on experience. Ideal candidates have 1–3+ years in investment management or financial services and a bachelor’s degree.

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.

Responsibilities

• Perform complex calendar management via Microsoft Outlook.
• Coordinate travel arrangements and itineraries (domestic and international).
• Spearhead logistical coordination of meetings and events, ensuring optimal preparedness and execution.
• Prepare and deliver detail-intensive materials, including client reporting, presentation materials, and meeting prep packets.
• Manage internal and external correspondence, and develop and maintain strong relationships with internal teams and external parties, including clients and vendors.
• Assist in new-hire onboarding processes and logistics, including ordering necessary equipment.
• Update and maintain detailed information in appropriate systems.
• Perform expense reporting.
• Support special projects (as needed).

Skills

Communication skills

Interpersonal skills

Time management

Organization

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Daley And Associates, LLC in Boston, MA is seeking an Administrative Assistant to support senior leaders with calendar management, travel arrangements, and reporting. The role involves coordinating meetings, client communications, and onboarding logistics, with a focus on confidentiality and professionalism.

The contract position runs 8–12+ months, paying $27–$33/hour depending on experience. Ideal candidates have 1–3+ years in investment management or financial services and a bachelor’s degree.