Executive Assistant/Office Manager

Beacon Hill Staffing Group, LLC; New York (NY); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

401(k) with employer match

Medical benefits with HSA & FSA

Generous PTO

Commuter benefits

Company laptop

Job summary

Beacon Hill Staffing Group, LLC is seeking an exceptionally organized Executive Assistant & Office Manager to support the Founder/CEO of a growing investment management firm. The role sits at the center of the organization, balancing strategic executive support with investor relations coordination and daily office leadership.

Hours are generally 7:45am-5:15pm with flexibility; the position is fully onsite five days per week.

Qualifications

• Bachelor's degree required.
• 10+ years of Executive Assistant experience supporting senior executives.
• Experience in financial services (hedge funds/investment management) preferred.
• Experience supporting founders/CEOs/CIOs or senior investment professionals.
• Exceptional written and verbal communication skills.
• Strong proofreading and document review experience.
• Ability to handle confidential personal and business matters with discretion.
• Proficiency with Microsoft Office, Outlook, Word, Excel, PowerPoint.
• Experience with CRM systems, expense platforms, and business management software.
• Familiarity with Bloomberg and financial research resources is desirable.

Responsibilities

• Provide comprehensive Executive Assistant support to the Founder & CEO.
• Manage complex calendars, scheduling, and prioritization.
• Coordinate domestic and international travel arrangements, itineraries, logistics.
• Handle personal financial administration, tax docs, insurance matters, and invoicing.
• Assist with trustee administration and confidential personal matters.
• Prepare and archive documents, files, and records.
• Support Director of Investor Relations, including CRM management and meeting prep.
• Produce investor reports, briefing documents, and marketing materials.
• Oversee day-to-day office operations as Office Manager.
• Manage vendors, facilities, technology coordination, building management, supplies, and events.
• Coordinate team events and employee experience initiatives.

Skills

Executive support

Calendar management

Travel planning

Investor relations coordination

Communication

Documentation & proofreading

Discretion & confidentiality

Microsoft Office

CRM systems

Education

Bachelor's degree

Tools

Bloomberg

Expense platforms

Office software (MS Office)

Job description

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Our client is seeking a highly organized, proactive Executive Assistant & Office Manager to support the Founder/CEO of a growing investment management firm while serving as a critical operational partner to the broader team. This is a high-level role that sits at the center of the organization and requires exceptional judgment, discretion, and organizational skills. The ideal candidate is an Executive Assistant who thrives in a small, high-performing environment and enjoys balancing strategic executive support, investor relations coordination, and office leadership responsibilities. Hours are generally 7:45/8:00am-5:15pm with flexibility as needed. The role is fully onsite five days per week.

Key Responsibilities:

• Provide comprehensive Executive Assistant support to the Founder & CEO
• Manage complex professional and personal calendars, scheduling, and prioritization
• Coordinate domestic and international travel arrangements, itineraries, logistics, and transportation
• Facilitate personal financial administration, including investment-related correspondence, tax documentation, insurance matters, and invoice management
• Assist with trustee administration, estate-related activities, and highly confidential personal matters
• Prepare, print, organize, maintain, and archive professional and personal documents, files, and records
• Provide support to the Director of Investor Relations, including scheduling, CRM management, meeting preparation, expense reporting, and fundraising activities
• Produce investor reports, meeting materials, briefing documents, and marketing-related support
• Oversee day-to-day office operations and serve as the primary Office Manager
• Manage office vendors, facilities, technology coordination, building management, supplies, kitchen operations, catering, events, and office services
• Coordinate team events, annual gatherings, and employee experience initiatives

Qualifications:

• Bachelor's degree required
• 10+ years of Executive Assistant experience supporting senior executives
• Financial services, hedge fund, investment management, private equity, or related professional services experience strongly preferred
• Experience supporting founders, CEOs, CIOs, or senior investment professionals required
• Exceptional written and verbal communication skills
• Strong proofreading and document review experience
• Experience managing confidential personal and business matters with discretion
• Strong Microsoft Office proficiency, particularly Outlook, Word, Excel, and PowerPoint
• Experience with CRM systems, expense platforms, and business management software
• Familiarity with Bloomberg and financial research resources is highly desirable

Compensation/Benefits:

• Up to $200K base salary + discretionary bonus
• 401(k) with employer match
• Medical benefits through Cigna + fully funded HSA contribution by employer + Flexible Spending Account (FSA)
• Generous PTO package
• Commuter benefits + company-issued laptop

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.Beacon Hill. Employing the Future (TM)