Executive Assistant to CEO at Investment Firm jobs in United States
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C-SUITE ASSISTANTS · 1 day ago

Executive Assistant to CEO at Investment Firm

C-SUITE ASSISTANTS is an investment banking firm looking for an Executive Assistant to support the CEO. The role involves managing communications, scheduling, event planning, and handling confidential information while ensuring the CEO's time is optimized.

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Hiring Manager
Gerry Sheridan
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Responsibilities

Serve as a strategic gatekeeper and facilitator by managing email communication with discretion, insight, and prioritization; monitor and triage communications to ensure timely responses, flag critical tasks, and filtering and organizing correspondence
Support initial industry and economic research projects, preparation of thought leadership pieces, and assist with promotion of key executives in the media
Liaise with key stakeholders to assist with real estate and automotive portfolio management
Handle confidential and sensitive information with discretion
Screen incoming phone calls delivering detailed, timely messages to the appropriate parties
Proactively manage daily calendar, identifying and mitigation potential conflicts
Event planning
Schedule internal and external meetings
Coordinate travel arrangements and make suggestions for scheduling additional meetings in the area
Process expense reports
Assist with personal scheduling
Ad hoc projects as needed
Limited off-hour availability via text

Qualification

Microsoft OfficeResearch skillsWriting skillsAdobe AcrobatSalesforceDropboxProfessional demeanorProactive attitudeCommunication skills

Required

Minimum of 7 years of experience in a related support position
Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook), Adobe Acrobat, Salesforce and Dropbox
Strong writing and research skills
Polished, professional demeanor
Proactive go-getter; no task is too big or too small
Outstanding communication skills

Preferred

BA/BS from a college or university a plus

Benefits

Medical
Dental
Vision
401K
Paid Vacation
Free Parking

Company

C-SUITE ASSISTANTS

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C-Suite Assistants is a service provider specializing in supporting executives and senior management teams with administrative assistance.

Funding

Current Stage
Early Stage

Leadership Team

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Carol Coleman
Managing Partner and Principal
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Company data provided by crunchbase