Investment Exec Assistant & Travel Coordinator (Hybrid)

New York Life; Chicago (IL); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Apogem Capital, based in Chicago with a hybrid work model (4 days per week), seeks an Administrative/Executive Assistant to support the leadership team and professionals. The role handles calendars, travel, meetings, and client liaison in a fast-paced, client-facing environment.

The ideal candidate is proactive, highly organized, and discreet, with excellent communication skills and a commitment to administrative excellence. This position is located in our Chicago office.

Qualifications

• Proactive, client-centric mindset with strong organizational and communication skills.
• Ability to manage shifting priorities with professionalism and discretion.
• Commitment to administrative excellence and self-starter attitude.

Responsibilities

• Executive & calendar management for senior executives and investment professionals.
• Coordinate internal/external meetings across multiple time zones and client engagements.
• Arrange international and domestic travel, prepare itineraries, and process expense reports.
• Organize logistics for sales events, client meetings, and team offsites.
• Provide day-to-day administrative support and oversee office operations.
• Prepare client files, ensure confidentiality, and maintain regulatory-compliant documentation.
• Support ad-hoc projects and drive process improvements.

Skills

Calendar management

Travel coordination

Email & communications

Client liaison

Organizational skills

Discretion & professionalism

Concur experience

Tools

Concur

Job description

Apogem Capital, based in Chicago with a hybrid work model (4 days per week), seeks an Administrative/Executive Assistant to support the leadership team and professionals. The role handles calendars, travel, meetings, and client liaison in a fast-paced, client-facing environment.

The ideal candidate is proactive, highly organized, and discreet, with excellent communication skills and a commitment to administrative excellence. This position is located in our Chicago office.