Executive / Personal Assistant to Top Executive at Investment Firm

BCL Search; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

BCL Search is seeking an experienced Executive Assistant to provide comprehensive business and personal support to a top executive at an investment firm in New York, NY. The role requires proactive, highly organized, and discreet individuals who can manage complex calendars and travel arrangements in a high-paced environment.

The candidate will handle confidential communications, assist senior stakeholders, and support other executives or departments as needed.

Qualifications

• 7–10+ years of Executive Assistant experience supporting C-suite or senior leaders.
• Experience in financial services or comparable professional environments.
• Excellent organizational skills and attention to detail.

Responsibilities

• Oversee a complex executive calendar, coordinating meetings, appointments, and commitments while effectively managing competing requests and protecting the executive's time.
• Arrange domestic and international travel, including commercial and private aviation, accommodations, ground transportation, and detailed itineraries.
• Handle executive correspondence, presentations, meeting materials, and other documents, ensuring accuracy, organization, and confidentiality.
• Serve as a primary point of contact for senior internal and external stakeholders, managing communications professionally and discreetly.
• Prepare, submit, and reconcile expense reports and related financial documentation.
• Coordinate personal appointments, travel, and requests, ensuring professional and personal commitments are managed efficiently.

Skills

Executive support

Calendar management

Travel coordination

Communication

Discretion

Education

Bachelor's degree

Job description

Executive / Personal Assistant to Top Executive at Investment Firm

• New York, NY

Our client, an established private investment firm, is seeking an experienced Executive Assistant to provide comprehensive business and personal support to a top executive. This is a key position within the organization, requiring someone who can manage complex schedules and competing priorities, exercise excellent judgment, and ensure that both day-to-day needs and larger commitments are handled seamlessly. The ideal candidate is polished, highly organized, proactive, and resourceful, with the ability to think ahead, make sound decisions independently, and navigate a fast-paced environment with discretion. A collaborative, team-oriented approach is essential, along with the flexibility to assist other senior executives or departments as needed. This role is in the office 5x/week.

RESPONSIBILITIES

• Oversee a complex executive calendar, coordinating meetings, appointments, and commitments while effectively managing competing requests and protecting the executive's time
• Arrange domestic and international travel, including commercial and private aviation, accommodations, ground transportation, and detailed itineraries, while managing changes and unexpected disruptions
• Handle executive correspondence, presentations, meeting materials, and other documents, ensuring accuracy, organization, and confidentiality
• Serve as a primary point of contact for senior internal and external stakeholders, managing communications and requests with professionalism and discretion
• Prepare, submit, and reconcile expense reports and related financial documentation
• Coordinate personal appointments, reservations, travel, and other requests, ensuring professional and personal commitments are managed efficiently
• Identify scheduling conflicts, anticipate upcoming needs, and resolve time-sensitive matters independently to keep priorities on track
• Coordinate with fellow Executive Assistants and administrative colleagues to maintain consistent communication, align priorities, and ensure appropriate coverage
• Provide assistance to other senior executives or departments as needed, remaining adaptable to changing business demands
• Ongoing ad hoc assignments as needed

REQUIREMENTS

• 7–10+ years of Executive Assistant experience supporting C-suite executives, Principals, or similarly senior leaders
• Previous experience in financial services or a comparable professional environment
• Extensive experience handling complex executive calendars, domestic and international travel, and confidential administrative matters
• Ability to work effectively alongside other Executive Assistants, including coordinating shared responsibilities and executive coverage
• Excellent organizational skills, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills, with a professional approach
• High level of discretion and sound judgment when handling sensitive business and personal information
• Adaptable, composed, and able to respond effectively to last-minute changes and urgent requests
• Willing and able to provide both business and personal support, including occasional after-hours availability when needed
• Bachelor's degree or equivalent combination of education and relevant experience

SALARY

$120–$150K (DOE) + Discretionary Bonus Opportunity + Excellent Benefits

HOURS

8:30 AM–5:30 PM (DOE) + Flexibility as needed