Job Description

Executive Assistant to Executive Team, Family Office, Remote/Eastern Standard Time Only

A small team from a prestigious family office is looking for an Executive Assistant to provide comprehensive support to the team and in particular the Senior Investment Officer. This person will also be the back-up to the Executive Assistant to the main principal. This is a remote role for Eastern Time Zone candidates only . The Executive Assistant will work collaboratively with the 4 person team ensuring seamless coordination across professional priorities. This position requires over 5 years of experience supporting a key executive in the finance space; longevity supporting a key executive in private equity or investment banking highly desired. The candidate must have advanced Excel skills (VLOOKUP, Pivot Tables). Prior financial analyst experience is highly desired . The ideal candidate is resourceful, detail-oriented, and eager to enhance workflow efficiency, including through AI-driven process improvements .

About the Job:

• Work collaboratively with the team to ensure all administrative priorities are met: Manage calendar for the senior investment officer and act as a back- up for the principal, prioritizing commitments for the team.
• Arrange and confirm domestic and international travel with detailed itineraries.
• Assist in handling HR functions , including onboarding, payroll processing, and benefits coordination.
• Draft and manage email correspondence, prioritizing incoming messages for the Investment officer and team, as needed.
• Maintain and update detailed spreadsheets, financial summaries, and reports using advanced Excel functions
• Manage and update investment documents using Google Suite and Google Sheets .
• Participate in process improvement initiatives, exploring and implementing AI tools where beneficial.
• Coordinate special projects, events, and ad hoc assignments.
• Maintain off-hour availability via cell when necessary .

About You:

• Minimum 5 years of Executive Assistant experience supporting a senior executive, in the finance, private equity space.
• Prior financial analyst experience highly preferred .
• Advanced proficiency in Microsoft Excel (VLOOKUP, Pivot Tables) and strong skills in Word, PowerPoint, and Outlook.
• Proficiency with Google Suite (Docs, Sheets, Drive, Calendar) and enthusiasm for learning AI-based productivity tools.
• Strong written and verbal communication skills; able to write and edit correspondence with accuracy and professionalism.
• High degree of discretion, integrity, and confidentiality .
• Experience working remotely with success
• Exceptional organizational and time management skills; able to manage multiple priorities in a fast-paced environment.
• A proactive, solutions-oriented mindset and the ability to work collaboratively with a team spirited mentality; stellar work ethic and has the maturity to work successfully remotely

Compensation: Competitive base salary plus discretionary bonus; health care stipend per pay period.

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