Executive Assistant (Finance)

Atlantic Group; New York (NY); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Atlantic Group in New York, NY is seeking an Executive Assistant (Finance) to support the Chief Financial Officer and finance leadership in a hybrid, fast-paced environment. The role covers executive scheduling, travel, expense reporting, and day-to-day office operations within a growing investment management firm.

Ideal candidates will have 3–10 years of EA experience in financial services, strong organizational and communication skills, and proficiency with MS Office and virtual meeting

Qualifications

• Bachelor's degree preferred.
• 3–10 years of executive assistant experience supporting senior executives.
• Financial services or investment management exposure preferred.
• Proficiency with MS Office, Outlook, Excel, PowerPoint and virtual meeting platforms.

Responsibilities

• Provide executive support for CFO and finance leadership, including calendar management and travel arrangements.
• Coordinate internal and external meetings and manage priorities across stakeholders.
• Support office operations and cross-cover for executive assistants.
• Coordinate firmwide initiatives and events requiring cross-department collaboration.
• Prepare communications and maintain confidential information for internal and external stakeholders.

Skills

Executive support

Calendar management

Travel coordination

Discretion

Communication

Multitasking

Relationship-building

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office

Outlook

Excel

PowerPoint

Virtual meeting platforms

Job description

Job Overview – Executive Assistant (Finance)

Compensation: $100,000 – $130,000/year + bonus

Location: New York, NY

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring an Executive Assistant (Finance) in New York, NY for our client, supporting senior finance leadership, executive operations, and office administration within a growing investment management firm. This highly visible role will primarily support the Chief Financial Officer while partnering closely with a collaborative executive assistant team to ensure seamless day-to-day operations. The ideal candidate is an organized, proactive professional with financial services experience who thrives in a fast-paced, team-oriented environment.

Responsibilities as the Executive Assistant (Finance):

• Executive Support: Manage complex calendars, coordinate meetings, arrange travel, prepare expense reports, and provide day-to-day administrative support for the Chief Financial Officer and finance leadership.
• Scheduling & Coordination: Organize internal and external meetings, coordinate executive schedules, and ensure priorities are managed efficiently across multiple stakeholders.
• Office Operations: Assist with office administration, visitor coordination, meeting logistics, and other operational needs while supporting a collaborative executive assistant team.
• Project Coordination: Support firmwide initiatives, executive events, investor meetings, and special projects while coordinating deliverables across departments.
• Communication Management: Prepare correspondence, maintain confidential information, and serve as a professional point of contact for internal and external stakeholders.
• Team Collaboration: Provide cross-coverage for executive assistants and contribute to shared administrative responsibilities that support overall office operations.

Qualifications for the Executive Assistant (Finance):

• Education: Bachelor's degree is preferred.
• Experience: 3–10 years of executive assistant experience supporting senior executives is required. Previous experience within financial services, investment management, private equity, hedge funds, or asset management is strongly preferred.
• Industry Knowledge: Familiarity with executive support, calendar management, travel coordination, and office operations within a professional services or financial services environment is preferred.
• Technical Skills: Proficiency with Microsoft Office, Outlook, Excel, PowerPoint, and virtual meeting platforms is required.
• Skills & Attributes: Exceptional organizational, communication, multitasking, and relationship-building skills with strong attention to detail, discretion, sound judgment, and the ability to manage competing priorities in a fast-paced, collaborative environment.