200+ applicants
PEI Global Partners · 4 days ago
Executive Personal Assistant
Manhattan, NY
Full-time
Onsite
Entry Level
$90K/yr - $90K/yr
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Responsibilities
Manage executives' calendars, including scheduling meetings and appointments
Screen and prioritize incoming communications, including emails, phone calls, and mail
Coordinate logistics for internal and external meetings, including room bookings and catering arrangements
Maintain executives’ data / contacts in the firm’s CRM system
Assist with special projects and initiatives as assigned by executives
Liaise with various teams to ensure seamless execution of meetings and events
Arrange complex travel itineraries, including flights, accommodations, and ground transportation
Monitor travel changes and provide timely updates to all relevant parties
Monitor and code expenses for the executives within QBO in a timely manner
Maintain and organize electronic and physical filing systems, ensuring easy retrieval of important documents
Serve as a point of contact for clients, demonstrating professionalism and exceptional customer service
Provide personal support to executives, including managing personal calendars and appointments
Arrange personal travel, accommodations, and entertainment as requested
Assist with personal errands and tasks, such as shopping, event planning, and household management
Coordinate family-related activities and appointments, including children's schedules if applicable
Maintain confidentiality and discretion regarding personal matters
Qualification
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Required
Strong organizational skills with the ability to prioritize tasks and manage time effectively
Excellent communication and interpersonal skills, both written and verbal
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Discretion and the ability to handle confidential information with utmost sensitivity
Ability to work independently and collaboratively in a team-oriented environment
Preferred
Bachelor's degree in Business Administration, Human Resources, Communications, Marketing or a related field is preferred
Experience with QBO is preferred
Benefits
Opportunity for a discretionary bonus based on value add
Medical, dental, vision, and disability insurance
401(k) matching
Gym stipend
Generous paid time off
Company
PEI Global Partners
PEI Global Partners is an investment bank that specialises in power, energy, financial advice, and infrastructure transactions.
Founded in 2022
11-50 employees
Funding
Current Stage
Early StageLeadership Team
John V. Bills, CFA
Partner
Kevin Phillips
Managing Partner
Company data provided by crunchbase
