Our client, an independent investment management and advisory firm, is seeking a professional, energetic, and self‑motivated Executive Assistant to provide high‑level administrative support to senior leaders within their Private Client business. This individual will work closely with senior partners, portfolio managers, and colleagues across offices, serving as a trusted partner who brings organization, proactive thinking, and exceptional client service to every interaction.
P
rimary duties and responsibilities will include, but are not limited to:
Provide executive‑level support to senior leaders, including calendar management, meeting coordination, travel arrangements, and preparation of materials and presentations.
Serve as a primary point of contact for clients, prospects, and colleagues, ensuring timely, professional communication and maintaining strict c...