Senior EA – Investment Management | Hybrid

Daley And Associates, LLC; Boston (MA); Hybrid; USD 80,000 - 95,000; Full time

Job summary

Daley And Associates, LLC in Boston is seeking an experienced Executive Assistant to support a team of senior investment professionals in a hybrid work environment. The role emphasizes proactive calendar management, travel planning, and high-quality document preparation for client-facing materials.

The ideal candidate has a Bachelor's degree and 3+ years of executive or administrative support in financial services, with strong organizational and communication skills to manage multiple priorities

Qualifications

• Bachelor's degree required; 3+ years in executive or administrative support in financial services or investment management.
• Experience supporting multiple senior leaders in a fast-paced environment.
• Exceptional organizational, communication, and multitasking skills.
• Detail-oriented, proactive, and able to manage competing priorities with professionalism.

Responsibilities

• Manage complex calendars, meeting logistics, and scheduling for multiple executives.
• Coordinate domestic and international travel arrangements and itineraries.
• Prepare presentations, reports, meeting materials, and client-facing documents using Microsoft Office and Adobe Acrobat.
• Manage expense reports, filing systems, and other administrative functions.
• Support reporting, spreadsheet management, and special projects.
• Organize team meetings and events while serving as a key point of contact for internal and external stakeholders.
• Provide backup administrative support as needed.

Skills

Calendar management

Travel coordination

Document preparation

Expense management

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Adobe Acrobat

Job description

Daley And Associates, LLC in Boston is seeking an experienced Executive Assistant to support a team of senior investment professionals in a hybrid work environment. The role emphasizes proactive calendar management, travel planning, and high-quality document preparation for client-facing materials.

The ideal candidate has a Bachelor's degree and 3+ years of executive or administrative support in financial services, with strong organizational and communication skills to manage multiple priorities