Executive Assistant

Atrium; Jersey City (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

Atrium in Jersey City seeks an experienced Executive Assistant to support the Global Head of Capital Development & Investor Relations. You will manage complex calendars across multiple time zones, coordinate travel, prepare briefing materials, and organize meetings with investors.

This role requires 3+ years of C‑level support, proficiency with AI tools and Salesforce, and a Bachelor’s degree (preferred).

Qualifications

• 3+ years of experience as an Executive Assistant to C-level executives or senior leadership.
• Experience in financial services, private equity, real estate investment, or investor relations preferred.
• Proficiency with AI tools (e.g., ChatGPT, Copilot, Claude, Gemini).
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience with virtual meeting platforms (Zoom, Teams, WebEx).

Responsibilities

• Manage complex executive calendars across multiple time zones, prioritizing meetings by strategic importance.
• Coordinate domestic and international travel arrangements, including flights and itineraries.
• Prepare briefing materials, presentations, and meeting agendas.
• Screen and prioritize communications, responding independently when appropriate.
• Handle expense reports, reimbursements, and budget tracking.
• Maintain investor database in Salesforce with accuracy.
• Track investor communications and meeting notes in Salesforce.
• Generate reports and analytics from Salesforce for investor pipeline management.
• Organize internal and external meetings, including logistics and technology setup.
• Coordinate fundraising activities such as investor roadshows.

Skills

Executive support

Calendar management

Communication

AI tools

Salesforce

Travel coordination

Education

Bachelor's degree preferred

Tools

Salesforce CRM

Zoom/Teams/WebEx

Microsoft Office

Job description

Atrium is seeking on behalf of our client an Executive Assistant based in Jersey City.

A background check may be run only after a conditional offer is made, where permitted by law.

Position: Executive Assistant

Location: Jersey City

Employment Type: Full-time

Compensation: $90-$130,000

Position Overview

We are seeking a highly organized and proactive Executive Assistant to support the Global Head of Capital Development & Investor Relations. This role is critical in managing complex schedules, coordinating investor-related activities, and ensuring seamless operational support. The ideal candidate will leverage technology and AI tools to optimize workflows and anticipate needs in a fast-paced, high-visibility environment. Must be legally authorized to work in the United States.

Responsibilities

• Manage complex executive calendars across multiple time zones, prioritizing meetings based on strategic importance
• Coordinate domestic and international travel arrangements, including flights, accommodations, and detailed itineraries
• Prepare executive briefing materials, presentations, and meeting agendas
• Screen and prioritize incoming communications, responding independently when appropriate
• Handle expense reports, reimbursements, and budget tracking
• Maintain investor database in Salesforce CRM with accuracy and completeness
• Track investor communications, meeting notes, and follow-up items in Salesforce
• Generate reports and analytics from Salesforce for investor pipeline management
• Organize and facilitate internal and external meetings, including logistics and technology setup
• Coordinate fundraising activities such as investor roadshows and capital raising events

Required Experience/Skills

• 3+ years of experience as an Executive Assistant supporting C-level executives or senior leadership
• Experience in financial services, private equity, real estate investment, or investor relations strongly preferred
• Proven track record supporting executives in client-facing or fundraising functions
• Proficiency with AI tools (e.g., ChatGPT, Copilot, Claude, Gemini)
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
• Experience with virtual meeting platforms (Zoom, Teams, WebEx)
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment

Preferred Experience/Skills

• Experience with investor relations or capital raising activities
• Knowledge of private equity or real estate investment terminology
• Previous exposure to fundraising processes and LP/GP relationships
• Salesforce CRM expertise, including data entry and report generation
• Project management certification or training

Education Requirements

• Bachelor’s degree preferred in Business Administration, Finance, or related field
• Additional certifications in project management or executive support are a plus
• Ongoing professional development in technology and AI tools encouraged

If eligible under the ACA, medical, dental and vision benefits and time off in accordance with local paid sick time laws will be offered. Additional benefits may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance program, where applicable. Other compensation programs may include overtime, shift differentials, bonuses, commissions, or other incentive compensation, where applicable.

Commitment to Diversity

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided with reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.

EOE/M/F/D/V/SO