Strategic Executive Assistant – Investment Management

Daley And Associates, LLC.; Boston (MA); On-site; USD 85,000 - 95,000; Full time

Job summary

Daley And Associates, LLC. in Boston, MA seeks an Executive Assistant to support senior investment professionals with high-level administrative duties and operations. The role emphasizes calendar management, complex scheduling, and proactive planning to maximize executive time.

The position requires 3–6 years of EA experience in finance or similar fast-paced settings, strong MS Office skills, and a comfort with leveraging AI and technology to improve workflows and efficiency.

Qualifications

• 3-6 years of administrative or Executive Assistant experience, ideally in financial services or fast-paced environments.
• Experience supporting multiple senior stakeholders with competing priorities and complex scheduling.
• Advanced proficiency with Microsoft Outlook, Teams, Word, Excel, PowerPoint, and OneNote.

Responsibilities

• Provide high-level administrative support to senior investment professionals and teams.
• Manage calendars with prioritization, conflict resolution, and forward planning.

Skills

Outlook

Teams

Word

Excel

PowerPoint

OneNote

Attention to detail

Organization

Communication

Prioritization

Job description

Daley And Associates, LLC. in Boston, MA seeks an Executive Assistant to support senior investment professionals with high-level administrative duties and operations. The role emphasizes calendar management, complex scheduling, and proactive planning to maximize executive time.

The position requires 3–6 years of EA experience in finance or similar fast-paced settings, strong MS Office skills, and a comfort with leveraging AI and technology to improve workflows and efficiency.