Executive Assistant - Financial Services

Daley And Associates, LLC; Boston (MA); Hybrid; USD 52,000 - 66,000; Full time

Job summary

Daley And Associates, LLC in Boston, MA is seeking an Executive Assistant to support the CEO and C-suite in a fast-paced financial services environment. The role requires 3+ years of administrative experience and a Bachelor’s degree, with fluency in English and Spanish preferred.

The position offers a 3-6+ month contract-to-hire arrangement with a hybrid work model; on-site four days per week in Boston. Proficiency in Microsoft Office and superb organizational skills are essential.

Qualifications

• Bachelor’s degree required.
• 3+ years of experience in executive assistance, administrative support, or office management within investment management, financial services, or a related professional services environment.
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint, and Excel).
• Fluent in English and Spanish, with strong written and verbal communication skills in both languages (preferred but not required).
• Excellent organizational, time management, and prioritization abilities.
• High level of professionalism, discretion, and sound judgment.
• Strong attention to detail with exceptional follow-through.

Responsibilities

• Provide high-level executive support to the CEO and C-suite while overseeing daily office operations.
• Manage complex calendars, meetings, and domestic and international travel arrangements.
• Prepare executive correspondence, presentations, and briefing materials.
• Coordinate executive, board, and investor/client meetings, including agendas, materials, and logistics.
• Monitor priorities and ensure timely follow-up on action items.
• Oversee office operations, including vendor management (IT, facilities, security, and office supplies), onboarding support, and workspace logistics.
• Serve as the primary point of contact for office-related needs and act as a trusted liaison to internal and external stakeholders.
• Handle confidential information with discretion and provide support on special projects as needed.
• Perform additional duties as assigned.

Skills

Calendar management

Executive support

Travel coordination

Spanish language

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Executive Assistant - Financial Services - Boston, MA

We are seeking candidates for an Executive Assistant position with a leading investment management firm located in Boston, MA. The Executive Assistant will be responsible for supporting the C-Suite leaders and managing daily office operations. The ideal candidate will have 3+ years of administrative experience within the investment management or professional services industry.

This is a 3-6+ month contract-to-hire position that will pay $38-48/hour (depending on experience). This position supports a hybrid work model, on-site 4 days per week in their Boston office.

Responsibilities

• Provide high-level executive support to the CEO and C-suite while overseeing daily office operations
• Manage complex calendars, meetings, and domestic and international travel arrangements
• Prepare executive correspondence, presentations, and briefing materials
• Coordinate executive, board, and investor/client meetings, including agendas, materials, and logistics
• Monitor priorities and ensure timely follow-up on action items
• Oversee office operations, including vendor management (IT, facilities, security, and office supplies), onboarding support, and workspace logistics
• Serve as the primary point of contact for office-related needs and act as a trusted liaison to internal and external stakeholders
• Handle confidential information with discretion and provide support on special projects as needed
• Perform additional duties as assigned

Qualifications

• Bachelor’s degree required
• 3+ years of experience in executive assistance, administrative support, or office management within investment management, financial services, or a related professional services environment
• Proficiency in Microsoft Office (Outlook, Word, PowerPoint, and Excel)
• Fluent in English and Spanish, with strong written and verbal communication skills in both languages (preferred but not required)
• Excellent organizational, time management, and prioritization abilities
• High level of professionalism, discretion, and sound judgment
• Strong attention to detail with exceptional follow-through