IEQ Capital ยท 23 hours ago
Executive Assistant
IEQ Capital is a Registered Investment Advisor aiming to transform traditional wealth management. The Executive Assistant will provide high-level administrative and organizational support to multiple advisors, managing calendars, travel arrangements, and special projects to enhance the efficiency of the Partners' day-to-day responsibilities.
AdviceFinancial ServicesProfessional ServicesTax Consulting
Responsibilities
Heavy calendar management - scheduling meetings, anticipating conflicts, booking conference rooms, ensuring prep materials are available, etc
Facilitate all travel arrangements (air, rail, hotel, car service)
Expense management, inputting all expenses and receipts into our expense management portal
Perform administrative duties such as photocopying, scanning, printing, binding, mailing, client gifting, setting up rooms for meetings, registering visitors, etc
Lead and manage special projects as they arise on behalf of the Partners and/or work on firmwide projects with other members of Executive Support Team
Anticipate the needs of the Partners and determine the best ways to free up their time
Qualification
Required
2-5 years of experience supporting multiple executives simultaneously
Candidate must thrive and be able to keep up with an everchanging, fast paced environment
High-level of integrity and intelligence
Must be able to think critically, effectively, anticipate issues
Must have high attention to detail in all aspects of the role, work quickly and accurately
Exceptional organizational and communication skills
Good relationship buildings skills both inside and outside of the organization
"No task is too small" mentality
Bachelor's degree is required
Company
IEQ Capital
IEQ Capital is an investment advisor that provides wealth management services.
H1B Sponsorship
IEQ Capital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2022 (2)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Stone Point Capital
2023-01-19Private Equity
Recent News
2025-12-16
2025-10-04
2025-09-12
Company data provided by crunchbase