Job Description

Executive/Personal Assistant – Senior Executive, Investment Firm

A wonderful, long-standing professional services firm in Great Neck Long Island is seeking an Executive/Personal Assistant to support a senior executive of the firm

$75-90k base + discretionary bonus + benefits!

The firm offers a collaborative company culture with amazing tenure among its employees. Seeking someone team oriented, proactive, organized, a critical thinker/inquisitive mind, and tech savvy!

Typical hours are 9am-5pm, the firm is currently on a hybrid schedule 4 days in office/1 remote

Responsibilities include but aren’t limited to:

• Management of personal & business calendars - scheduling meetings and prioritizing the executives time.
• Answering all phone calls and emails with the utmost professionalism
• Scheduling meetings, appointments, booking travel (flights, accommodations, itineraries, etc), dinners etc.
• Handling all expense reports on behalf of the executive
• Personal work include tax filings, gifting, donations, coordinating with personal staff and properties

Requirements:

• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite (Outlook, Word, Excel).

3+ years of EA experience, preferably in finance, legal, professional services

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate . Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

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