Executive Assistant

Oakleaf Partnership; Boston (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

Oakleaf Partnership in Boston seeks an experienced Executive Assistant to support the Managing Partner with high-level administrative duties. The role demands professionalism, discretion, and a polished demeanor in a traditional corporate setting.

The candidate will manage calendars, coordinate meetings and travel, prepare confidential materials, and handle expense reporting. A minimum of 5+ years supporting senior executives is required, with a Bachelor's degree preferred.

Qualifications

• 5+ years of experience supporting a senior executive, preferably in financial services.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication with a professional demeanor.
• Bachelor's degree preferred.

Responsibilities

• Provide day-to-day executive support to the Managing Partner, including calendar management and travel arrangements.
• Serve as gatekeeper and liaison, handling communications with discretion.
• Prepare and edit correspondence, presentations, and confidential materials.
• Coordinate meetings with agenda, logistics, and follow-up.
• Handle expense reporting and invoice processing accurately and on time.
• Maintain and update files and essential documentation.
• Support firm-wide events and initiatives as needed.

Skills

Executive support

Calendar management

Communication skills

Microsoft Office

Travel coordination

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Our client, a leading investment firm based in Boston, is seeking an experienced and polished Executive Assistant to provide high-level administrative support to a Managing Partner. This is a dynamic, fast-paced role requiring exceptional attention to detail, professionalism, and discretion. The ideal candidate thrives in a traditional, corporate environment and takes pride in ensuring the executive's office runs smoothly and efficiently.

Key Responsibilities

• Provide seamless day-to-day executive support to the Managing Partner, including calendar management, meeting coordination, and travel arrangements.
• Serve as gatekeeper and liaison, managing communication between the Managing Partner, internal stakeholders, and external partners with the utmost discretion.
• Prepare and edit correspondence, presentations, and other confidential materials.
• Coordinate and organize meetings, including agenda preparation, logistics, and follow-up.
• Handle expense reporting and invoice processing accurately and on time.
• Maintain and update files, records, and other essential documentation.
• Support firm-wide events and initiatives as needed.

Qualifications

• Minimum of 5+ years of experience supporting a senior executive, preferably within financial services, private equity, investment management, or professional services.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills with a professional, polished demeanor.
• Proficiency in Microsoft Office Suite and familiarity with calendar and travel management tools.
• Proven ability to manage multiple priorities with discretion, sound judgment, and a proactive mindset.
• Bachelor's degree preferred.

Why Join

This is an opportunity to work in a highly professional, team-oriented environment where excellence, confidentiality, and integrity are paramount. The role offers visibility, variety, and the chance to be a trusted right hand to a senior leader at a top investment firm.