Executive Assistant- Equity Research

Page Mechanical Group, Inc.; New York (NY); On-site; USD 95,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Annual discretionary bonus

Paid time off including holidays and parental leave

Job summary

Wolfe Research is seeking an experienced Executive Assistant in New York City. The role involves supporting Senior Analysts with calendar management, travel booking, event planning, and extensive use of Microsoft Office tools.

The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and excellent communication and organizational skills. Benefits include a competitive salary range of $95,000-$115,000, medical coverage, and paid time off.

Qualifications

• At least 5 years of administrative experience supporting senior management.
• Proven academic record in a Bachelor’s Degree.
• Ability to multi-task and prioritize effectively.

Responsibilities

• Support 3-4 Senior Research Analysts and their teams.
• Book travel and prepare expense reports.
• Coordinate event logistics including catering and transportation.

Skills

Organizational skills

Communication skills

Excel (pivot tables, VLOOKUP)

Calendar management

Education

Bachelor’s Degree

Tools

Salesforce

Microsoft Office (Excel, PowerPoint, Outlook)

Job description

About the Role

Wolfe Research is looking for a experienced (5+ years) Executive Assistant who is motivated, detail-oriented, has a positive attitude and strong administrative/organizational skills. Applicants should be able to work in a fast-paced, growing environment, where they can develop a strong understanding of finance and corporate practices. The successful candidate will have the ability to organize and execute tasks and projects without supervision, and a proven history of administrative assistant experience. Prior experience with Excel, PowerPoint and Outlook is required, including the ability to chart and use pivot tables.

The Assistant will work directly with our Senior Analysts and will be responsible for performing a number of administrative duties including heavy calendar management, booking travel, planning firmwide events in and outside of the office, and expense reporting. The Assistant will regularly coordinate scheduling on behalf of the analyst and their team, as well as externally with clients, vendors and other firm partners.

Responsibilities

• Support 3-4 Senior Research Analysts and their respective teams
• Daily work within Microsoft Office with hyper focus on Excel, Outlook, and PowerPoint
• Heavy use of CRM platform (Salesforce) and internal databases to complete critical functions, such as logging client interactions, maintaining contact information, and sending event invitations
• Maintain distribution lists and other databases and Excel lists
• Book travel and prepare expense reports, maintain analysts’ calendars, schedule meetings, conference calls and global marketing calendars
• Assist with planning and execution of firm conferences and other marketing events
• Coordinate all event related logistics, including catering, audio/visual set‑up, providing marketing materials, ground, and air transportation
• Responsible for phone, video, and webinar coverage, as well as moderating panels & industry webcasts
• Ability to work independently with little direction; establish and maintain effective working relationships with others; meet schedules and timelines; work confidentially with discretion; interpret, apply and explain firm policies and procedures; analyze situations accurately and recommend effective course of action.

Requirements and Qualifications

• At least 5 years of administrative experience supporting a Senior Management team or individual
• Desire to develop your career as an administrative professional
• Bachelor’s Degree with a proven academic record
• Ability to demonstrate strong teamwork
• Strong interpersonal and communication skills, both written and oral
• Skilled within Excel with ability to use pivot tables, VLOOKUP, and basic formulas
• Organized and detail-oriented with strong commitment to accuracy, detail, and follow-up
• Proactively handle regular activities without prompting, guidance and direction
• Ability to multi-task and prioritize to complete tasks in a timely manner

Benefits

*This is an in‑office position with some flexibility to WFH.

The compensation for this role is market competitive with a base salary range of $95,000-$115,000. We intend to offer the selected candidate a base salary within this range, based on non‑discriminatory factors including but not limited to skill set, job‑related experience, and location. In addition, we offer an annual discretionary incentive bonus and competitive employee benefits including: medical, dental and vision coverage; life, accident and disability insurance. Wolfe also offers paid time off packages that include vacation, sick days/leave, paid holidays and paid parental leave.

Equal Employment Opportunity Statement

Wolfe Research recruits, employs, trains, compensates and promotes regardless of race, religion, color, national origin, gender identity or sexual orientation, disability, age, citizenship or other characteristics. At Wolfe Research, we strive to be the place where a diverse mix of talented people want to come, to stay and do their best work. We pride ourselves on bringing integrity and objectiveness to our research process and we know our company’s biggest strength is the hard work, collaboration and diverse views and opinions of our passionate and creative employees. We are fully focused on equality and believe deeply that diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different, also make us stronger.