Hybrid Executive Assistant to CIO & Equities Team

HRB; New York (NY); On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Discretionary bonus

Paid overtime

Comprehensive benefits

Job summary

HRB, a boutique investment firm in New York, seeks an Executive Assistant to support the CIO and the Equities team. You will manage calendars, travel, reporting, and day-to-day operations in a fast-paced, collaborative environment.

Ideal candidates have 3+ years of admin or executive support, excellent written and verbal communication, and a proactive, detail‑oriented mindset. This hybrid role offers strong benefits and opportunities to grow within financial services.

Qualifications

• 3+ years of administrative or executive support experience preferred in financial services.
• Excellent written and verbal communication skills.
• Strong attention to detail with ability to prioritize and manage multiple tasks.

Responsibilities

• Provide high-level administrative support to CIO and Equities team.
• Coordinate complex domestic and international travel and itineraries.
• Manage calendars, bookings, expenses, and day-to-day admin needs.
• Assist with reports, presentations, spreadsheets, databases, and team materials.
• Maintain internal tracking tools and organize meeting notes and updates.
• Support portfolio managers and analysts with ad hoc projects.

Skills

Executive support

Communication skills

Organization

Proactivity

Job description

HRB, a boutique investment firm in New York, seeks an Executive Assistant to support the CIO and the Equities team. You will manage calendars, travel, reporting, and day-to-day operations in a fast-paced, collaborative environment.

Ideal candidates have 3+ years of admin or executive support, excellent written and verbal communication, and a proactive, detail‑oriented mindset. This hybrid role offers strong benefits and opportunities to grow within financial services.