Strategic Administrative Assistant for Investment Management

Daley And Associates, LLC; Boston (MA); On-site; USD 37,000 - 45,000; Full time

Job summary

Daley And Associates, LLC is seeking an Administrative Assistant to support senior leaders with calendar management, travel arrangements, and the preparation of reports and presentations. The role will involve coordinating meetings, vendor relations, and cross‑functional collaboration with global teams.

The ideal candidate has 1–3+ years of administrative experience in investment management or financial services, a Bachelor’s degree, and strong written and verbal communication skills.

Qualifications

• 1-3+ years of administrative experience in investment management, financial services, or professional services.
• Bachelor’s degree (required).
• Strong communication (written and verbal) and interpersonal skills.
• Proven ability to navigate competing deadlines and changing priorities.
• Excellent time-management, organization, and prioritization skills.
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
• Ability to work collaboratively and independently, while maintaining professionalism and confidentiality.

Responsibilities

• Perform complex calendar management via Microsoft Outlook.
• Coordinate travel arrangements and itineraries (domestic and international).
• Spearhead logistical coordination of meetings and events, ensuring optimal preparedness and execution.
• Prepare and deliver detail-intensive materials, including client reporting, presentation materials, and meeting prep packets.
• Manage internal and external correspondence, and develop and maintain strong relationships with internal teams and external parties, including clients and vendors.
• Assist in new-hire onboarding processes and logistics, including ordering necessary equipment.
• Update and maintain detailed information in appropriate systems.
• Perform expense reporting.
• Support special projects (as needed).

Skills

Calendar management

Travel coordination

Vendor relations

Microsoft Office

Communication

Interpersonal skills

Confidentiality

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Daley And Associates, LLC is seeking an Administrative Assistant to support senior leaders with calendar management, travel arrangements, and the preparation of reports and presentations. The role will involve coordinating meetings, vendor relations, and cross‑functional collaboration with global teams.

The ideal candidate has 1–3+ years of administrative experience in investment management or financial services, a Bachelor’s degree, and strong written and verbal communication skills.