Abacus Group, LLC · 3 days ago
Executive Assistant to Managing Partner
Abacus Group, LLC is a financial services firm seeking an Executive Assistant to the Managing Partner to join their Manhattan, NY office. The role involves safeguarding the CEO’s time, providing logistical support, and overseeing calendars while enhancing operational efficiency.
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Responsibilities
Safeguard the CEO’s time by prioritizing meetings and tasks, screening calls and emails, and acting as a gatekeeper to the executive office
Deliver logistical and operational support to the CEO, including a limited number of personal tasks such as bill payments and coordination of personal or medical appointments
Oversee both primary business and light personal calendars for the CEO, maintaining frequent high-level contact with clients and investors
Design and implement processes, organizational systems, and structural improvements to enhance efficiency
Maintain and regularly update contact information and CRM records
Support basic office management activities as needed
Coordinate and interface with investors and clients, including planning and execution of key client events
Partner with travel agents to arrange primarily business-related travel
Process medical insurance reimbursement submissions
Analyze incoming emails to identify priorities, resolve issues, and surface key content and outstanding action items
Execute ad-hoc projects as assigned
Qualification
Required
Bachelor's degree required
5-10 years of experience supporting senior executives
Highly organized and detail-oriented
Strong problem-solving abilities
Excellent written and verbal communication skills
Proficient in Microsoft Office
Proficient in Google Sheets and other organizational software
Verification of identity, education, prior employment, and references may be required
Preferred
Financial services environment preferred
Company
Abacus Group, LLC
Abacus Group is an award-winning executive search firm specializing in the permanent, temporary, and temp-to-perm placement of Accounting & Finance, Public Accounting, Administrative Support, Compliance, Human Resources, Marketing & Communications, and Information Technology professionals across all industries.