Executive Assistant - Investment Management - Boston - Hybrid

Daley And Associates, LLC; Boston (MA); Hybrid; USD 80,000 - 95,000; Full time

Job summary

Daley And Associates, LLC in Boston is seeking an experienced Executive Assistant to support a team of senior investment professionals in a hybrid work environment. The role emphasizes proactive calendar management, travel planning, and high-quality document preparation for client-facing materials.

The ideal candidate has a Bachelor's degree and 3+ years of executive or administrative support in financial services, with strong organizational and communication skills to manage multiple priorities

Qualifications

• Bachelor's degree required; 3+ years in executive or administrative support in financial services or investment management.
• Experience supporting multiple senior leaders in a fast-paced environment.
• Exceptional organizational, communication, and multitasking skills.
• Detail-oriented, proactive, and able to manage competing priorities with professionalism.

Responsibilities

• Manage complex calendars, meeting logistics, and scheduling for multiple executives.
• Coordinate domestic and international travel arrangements and itineraries.
• Prepare presentations, reports, meeting materials, and client-facing documents using Microsoft Office and Adobe Acrobat.
• Manage expense reports, filing systems, and other administrative functions.
• Support reporting, spreadsheet management, and special projects.
• Organize team meetings and events while serving as a key point of contact for internal and external stakeholders.
• Provide backup administrative support as needed.

Skills

Calendar management

Travel coordination

Document preparation

Expense management

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Adobe Acrobat

Job description

Executive Assistant - Investment Management - Boston - Hybrid

A leading investment management firm is seeking an experienced Executive Assistant to support a team of senior investment professionals. This is an excellent opportunity for a highly organized, proactive administrative professional who thrives in a fast-paced, collaborative environment. Prior experience as an EA in the financial services industry is required.

Responsibilities

• Manage complex calendars, meeting logistics, and scheduling for multiple executives.
• Coordinate domestic and international travel arrangements and itineraries.
• Prepare presentations, reports, meeting materials, and client-facing documents using Microsoft Office and Adobe Acrobat.
• Manage expense reports, filing systems, and other administrative functions.
• Support reporting, spreadsheet management, and special projects.
• Organize team meetings and events while serving as a key point of contact for internal and external stakeholders.
• Provide backup administrative support as needed.

Qualifications

• Bachelor's degree, 3+ years of executive or administrative support experience in financial services or investment management
• Experience supporting multiple senior leaders in a fast-paced environment.
• Exceptional organizational, communication, and multitasking skills.
• Detail-oriented, proactive, and able to manage competing priorities with professionalism.

This is a fantastic opportunity to join a collaborative, high-performing team with strong leadership, meaningful exposure to the investment industry, and long-term career growth. The expected base compensation range is between $80K-$95K.