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Brown Advisory · 1 day ago

Executive Assistant

New York, NY

Full-time

Onsite

Mid, Senior Level

$100K/yr - $130K/yr

7+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Executive Assistant will provide high-level administrative, organizational, and strategic support to senior executives, ensuring effective communication and management of their priorities.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

Act as a primary point of contact for senior executives, coordinating communications across internal stakeholders, senior management, and external clients with professionalism and discretion

Proactively anticipate the needs of the Chief Investment Officer and Head of the Investment Solutions Group, enabling them to focus on strategic priorities

Manage complex calendars, schedule meetings across multiple time zones, coordinate domestic and international travel, and prepare and submit expense reports for multiple senior team members

Serve as an effective gatekeeper by prioritizing requests, managing competing demands, and minimizing distractions while ensuring timely follow-through

Maintain accurate and timely documentation of client and prospect interactions within Salesforce CRM

Prepare meeting rooms, coordinate conference calls, and ensure technology and presentation materials are ready and functioning properly

Provide reception and front-desk coverage as needed, including greeting clients and guests, managing deliveries, and supporting New York office events

Build and maintain strong working relationships with colleagues, executives, and external partners

Independently manage tasks from initiation through completion, exercising sound judgment and proactively seeking guidance when appropriate

Support special projects as assigned, including preparation of meeting materials, annual client gifting, and ad hoc initiatives

Uphold the highest standards of confidentiality, professionalism, and integrity at all times

Qualification

Executive Assistant experienceMicrosoft Office proficiencySalesforce CRMFinancial services experienceProactive mindsetOrganizational skillsCommunication skillsEmotional intelligenceInterpersonal skills

Required

Minimum of 7+ years of experience as an Executive Assistant supporting senior executives or C-suite leaders; experience supporting multiple executives strongly preferred

Demonstrated ability to operate as a trusted partner to executives, exercising discretion, sound judgment, and confidence in decision-making

Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint) and the ability to quickly learn firm-specific systems and tools (e.g., Salesforce)

Exceptional organizational and time-management skills, with the ability to manage multiple priorities and shifting deadlines while maintaining meticulous attention to detail

Strong written and verbal communication skills, with a polished, professional presence

Proactive, solutions-oriented mindset with a willingness to improve processes and workflows

High level of emotional intelligence, professionalism, and interpersonal skills when working with senior leaders, clients, and colleagues

Ability to work in the New York office five days per week