C-SUITE ASSISTANTS · 3 days ago
Executive Assistant to CEO/CIO of Investment Management Firm
Scottsdale, AZ
Full-time
Onsite
Senior Level
$100K/yr - $120K/yr
5+ years expC-SUITE ASSISTANTS is a well-established boutique investment management firm seeking an experienced Executive Assistant to support its CEO and CIO. The role involves managing complex schedules, coordinating travel, and handling sensitive information while serving as a trusted partner to high-profile executives.
Business IntelligenceManagement Information SystemsRecruiting
Responsibilities
Manage and maintain the CEO/CIO’s complex calendar, ensuring accuracy and seamless coordination of in-person and virtual meetings (Teams, Zoom, etc.)
Anticipate executive needs by proactively gathering reports, data, and materials in advance of meetings and engagements
Coordinate all aspects of domestic and international travel, including itineraries, logistics, and real-time adjustments
Prepare, organize, and distribute meeting materials and briefing documents
Schedule and coordinate meetings with clients, internal stakeholders, and external partners
Track priorities, deadlines, and follow-ups to ensure nothing falls through the cracks
Communicate and maintain a weekly media schedule, updating as needed
Collaborate closely with an external public relations firm to coordinate media appearances, logistics, and scheduling
Manage executive expenses and expense reporting
Provide general office management support, including supplies and vendor coordination
Assist with event planning and coordination, including client events and internal meetings
Handle highly confidential, personal, and sensitive information with professionalism and discretion
Support occasional personal or sensitive business matters as needed
Qualification
Required
5+ years of experience supporting senior executives, preferably in finance, investment management, or a high-growth professional services environment
Exceptional organizational skills with the ability to manage competing priorities and shifting deadlines
Highly proactive with strong anticipation skills and a sense of urgency
Demonstrated ability to handle private and sensitive information with the utmost discretion
Strong written and verbal communication skills; polished and professional demeanor
Detail-oriented with excellent follow-through and accountability
Comfortable working in a fast-paced, evolving environment
Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Preferred
Bachelors degree preferred
Benefits
Medical, dental, and vision insurance
401(k)
Paid time off
Company
C-SUITE ASSISTANTS
C-Suite Assistants is a service provider specializing in supporting executives and senior management teams with administrative assistance.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Carol Coleman
Managing Partner and Principal
Company data provided by crunchbase