Executive Assistant

TBG | The Bachrach Group; United States; On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Bonus

Job summary

A boutique private equity firm seeks an Executive Assistant/Project Manager to support the CEO in a range of executive tasks. Responsibilities include managing calendars, prioritizing meetings, and assisting with ad-hoc projects. Ideal candidates will have a Bachelor's Degree and at least 5 years of experience in a financial services environment. The role offers a salary up to $170K plus bonuses and requires office presence four days a week, with additional schedule flexibility.

Qualifications

• Minimum of 5 years’ experience supporting senior executives in a financial services office environment.
• Verification of identity, education, prior employment, and references may be required.

Responsibilities

• Protect the CEO’s time by prioritizing meetings and tasks.
• Provide logistical and operational support for the CEO.
• Manage the CEO’s primary business and light personal calendars.
• Assist with basic office management activities and coordinate key client events.

Skills

Organizational skills

Communication skills

Problem-solving abilities

Tech-savvy

Education

Bachelor’s Degree

Tools

Google Sheets

CRM tools

Job description

Position Overview

The Executive Assistant/Project Manager will support the Managing Partner/Founder of a boutique private equity firm. The role requires top‑level assistance for senior executives, including scheduling meetings, responding to emails on the executive's behalf, drafting documents, and preparing for meetings. This individual will provide logistical and operational support, manage both business and light personal calendars, and assist with ad‑hoc and project management tasks.

Core Responsibilities

• Protect the CEO’s time by prioritizing meetings and tasks, screening calls and emails, and acting as a gatekeeper.
• Provide logistical and operational support for the CEO, including a small percentage of personal tasks such as paying bills and coordinating appointments.
• Manage the CEO’s primary business and light personal calendars, maintaining regular high‑level contact with clients and investors.
• Set up processes, implement organizational structures, and maintain contact information and CRM.
• Assist with basic office management activities and coordinate key client events.
• Liaise with travel agents to book primarily business travel arrangements.
• Submit medical insurance reimbursements and handle other documented reimbursements.
• Read through emails, problem‑solve, and gather key content and outstanding items needing action.
• Complete ad‑hoc projects as required.

Qualifications

• Minimum of 5 years’ experience supporting senior executives in a financial services office environment.
• Bachelor’s Degree is required.
• Proficient with Google Sheets and other organizational software, including CRM tools.
• Highly organized, detail‑oriented, and tech‑savvy.
• Strong problem‑solving abilities and excellent written and verbal communication skills.
• Verification of identity, education, prior employment, and references may be required.

Work Schedule & Flexibility

Office: Monday‑Thursday, 9:00‑18:00, 4 days onsite. Flexibility to work beyond standard hours (6:30‑7:00) on multiple days is required due to the executive’s schedule.

Compensation

Salary up to $140‑170 K plus bonus. Additional benefits include medical insurance, vision insurance, and 401(k).

Company

Private equity firm based in New York City.