Executive Assistant - Investment Management Firm - $140-175K + Bonus!

CitiStaffing, LLC; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

CitiStaffing, LLC is seeking an Executive Assistant to provide high-level administrative and operational support in a renown Investment Management Firm. This role is heavily administrative in a fast-paced environment, helping with calendars, travel, and communications.

Requirements include 8+ years of admin experience in financial services, a Bachelor's degree, and strong PowerPoint/Excel skills, plus discretion, effective communication, and a proactive, team-oriented mindset.

Qualifications

• Experience working in a financial services firm is required.
• Bachelor's degree required.
• 8+ years of administrative experience supporting senior-level stakeholders.
• Proven ability to multi-task and prioritize in a high-pressure environment.
• Ability to create PowerPoint presentations.
• Strong working knowledge of Microsoft Excel.
• Excellent verbal and written communication skills.
• Exceptional discretion, judgment, and emotional intelligence.
• A proactive, roll-up-your-sleeves mindset.
• Ability to work independently and take initiative on new projects.
• High level of attention to detail and organizational skill.

Responsibilities

• Deliver proactive and comprehensive administrative support, including calendar coordination and travel arrangements.
• Assist with internal and external communications.
• Maintain internal systems, files, and reports with accuracy and discretion.
• Identify opportunities to improve processes and support team effectiveness.

Skills

Powerful communication

Verbal communication

Written communication

Discretion

Multitasking

Prioritization

Team player

Initiative

Attention to detail

Education

Bachelor's degree

Tools

PowerPoint

Microsoft Excel

Job description

Experience out of Financial Services is required

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We are seeking an Executive Assistant to provide high-level administrative and operational support in a renown Investment Management Firm. This role is heavily administrative in a fast-paced environment. You’ll play a key role in ensuring smooth day-to-day operations, supporting strategic initiatives, and engaging with a variety of stakeholders across our financial services firm.

Key Responsibilit**ies:

• Deliver proactive and comprehensive administrative support, including but not limited to managing phone coverage, calendar coordination, domestic and international travel arrangements, logistics, document preparation and expense reporting
• Assist with internal and external communications
• Maintain internal systems, files, and reports with accuracy and discretion
• Proactively identify opportunities to improve processes and support team effectiveness

Requirements Include:

• Experience working in a financial services firm is required
• Bachelor's degree required
• 8+ years of administrative experience supporting senior-level stakeholders at a Financial Services firm
• Proven ability to multi-task and prioritize in a high-pressure, fast-paced environment
• Ability to create PowerPoint presentations
• Strong working knowledge of Microsoft Excel
• Excellent verbal and written communication skills
• Exceptional discretion, judgment, and emotional intelligence
• A strong team player with a proactive, “roll-up-your-sleeves” mindset
• Ability to work independently and take initiative on new projects
• High level of attention to detail, follow-through, and organizational skill.