Executive​/Personnel Assistant

Midtown Financial Services Advisory Firm:

High profile clients!

1 Day at home

Our client in the M & A Advisory Financial Services arena is looking for an Executive / Personnel Assistant to join their team. This individual will directly supporting the CEO and backup for the rest of his team when needed.

Your primary duties and responsibilities include providing administrative support to ensure efficient operation of the office. You will support the CEO and other members of his team through a variety of tasks, including but not limited to: scheduling meetings, booking travel & making itineraries, creating and submitting expense reports, arranging conference calls. Might be asked to handle some personal work when needed

Book travel, shows, meals and other requests for CEO’s Family at times as well ( Mother and Daughter)

• Answer phone calls with proper call screening, forwarding, and message taking.
• Schedule meetings and appointments
• Coordinate with all necessary parties and gather all requested materials
• Get involved with marketing materials and have some client interaction
• Work with the team to make sure that all of the calendar appointments has all of the necessary details
• Sort through emails and search for relevant events, meetings or calls that may be of interest
• Check for relevant conferences
• Act as a liaison with clients, and investor relations representatives
• Produce and distribute correspondence
• Assist in the preparation of regularly scheduled reports
• Maintain a filing system
• Book travel arrangements: including flights, car services, hotels and itineraries
• Submit and reconcile expense reports

• 3+years administrative or executive/ personal assistant experience in a professional office setting.
• Preferred experience in the financial services industry