Executive Assistant – Investment Team (Contract) NYC or Greenwich CT

Averity; Greenwich (CT); On-site; USD 48,216 - 61,992; Part time

Job summary

Averity is looking for a contract Executive Assistant based in Greenwich, CT or NYC. This role involves managing complex scheduling for the investment team and ensuring smooth office operations. Ideal candidates will have a strong fluency with modern productivity tools and at least 2 years of relevant experience.

The role offers a flexible contract with competitive hourly rates ranging from $35 to $45. US Citizenship or Green Card is required.

Qualifications

• 2+ years as an EA, scheduler, or operations coordinator.
• Hands-on experience with a modern CRM.
• Comfortable with AI-assisted workflows.

Responsibilities

• Manage complex, shifting calendars across the investment team.
• Run day-to-day office operations including vendors and supplies.
• Use AI scheduling tools to automate calendar defense.

Skills

Microsoft 365 (Outlook, Teams)

AI scheduling tools

Attention to detail

Strong written communication

Tools

CRM systems (DealCloud, Salesforce, Affinity)

Job description

Our client is an established investment management firm with offices in Greenwich CT and NYC running a research-driven strategy. It's a lean, high-output team where every hire has visible impact and where modern tools, including AI-powered, are part of how the team works day to day.

The Role

We're hiring a contract Executive Assistant to own intensive scheduling for the investment team and keep day-to-day office operations running smoothly. This role is built for someone who is genuinely fluent with modern productivity tools (including AI-powered ones), not just willing to learn them. You'll be the connective tissue between the investment team's calendars, internal systems, and the rhythm of the office.

What you'll do

• Manage complex, frequently shifting calendars across the investment team, including internal meetings, external calls, management meetings, travel, and conferences
• Coordinate scheduling logistics across multiple time zones and competing priorities, defending focus time for the team
• Run day-to-day office operations: vendors, supplies, visitors, expenses, light travel coordination
• Maintain contact records and meeting workflows in the firm's CRM
• Handle communications and document flow across Microsoft 365
• Use AI scheduling tools to automate calendar defense, routine scheduling, and follow-ups
• Partner with internal stakeholders on workflow improvements, including light use of AI developer tools where they speed things up

What we're looking for

• 2+ years as an EA, scheduler, or operations coordinator, ideally supporting an investment team, founders, or other calendar-intensive principals
• Power-user fluency with Microsoft 365 (Outlook, Teams)
• Hands-on experience with a modern CRM (DealCloud, Salesforce, Affinity, or comparable)
• Experience with AI scheduling tools (Reclaim, Motion, Clockwise, Clara, or similar), or a clear track record of adopting new productivity tech quickly
• Comfortable with AI-assisted workflows; exposure to tools like Claude, ChatGPT, or AI coding assistants is a strong plus
• Exceptional attention to detail, discretion with confidential information, and calm under shifting priorities
• Strong written communication; able to represent the team professionally with external counterparties

Logistics

• Type: Contract - 1099
• Hours / length: Approx. 40 hrs a week, open-ended contract with the potential to convert full-time directly with the client
• Rate: $35-$45/hr DOE
• Location: On-site in Greenwich CT or NYC
• Start: ASAP

Please note you must be a US Citizen or Green Card holder for this position