Executive / Personal Assistant - Senior Executive, Investment Firm

Job Description

Job Description

Personal / Executive Assistant  – Senior Executive, Investment Firm

A wonderful, long-standing professional services firm in Great Neck Long Island is seeking an Personal Assistant to support a senior executive of the firm, working out of their corporate office.

up to $115k base DOE (exempt) + 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 :

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