Executive / Personal Assistant to Top Executive at Investment Firm

BCL Search · New York

FULL TIME$1,50,000 – $1,50,000 / yr

Job Description

Our client, an established investment firm located in Midtown, is seeking an experienced Executive Assistant to provide comprehensive business and personal support to a top executive. This is a key position within the organization, requiring someone who can manage complex schedules and competing priorities, exercise excellent judgment, and ensure that both day-to-day needs and larger commitments are handled seamlessly. The ideal candidate is polished, highly organized, proactive, and resourceful, with the ability to think ahead, make sound decisions independently, and navigate a fast-paced environment with discretion. A collaborative, team-oriented approach is essential, along with the flexibility to assist other senior executives or departments as needed.

This role is in the office 5x/week.

RESPONSIBILITIES

Oversee a complex executive calendar, coordinating meetings, appointments, and commitments while effectively managing competing requests and protecting the executive's time

Arrange domestic and international travel, including commercial and private aviation, accommodations, ground transportation, and detailed itineraries, while managing changes and unexpected disruptions

Handle executive correspondence, presentations, meeting materials, and other documents, ensuring accuracy, organization, and confidentiality

Serve as a primary point of contact for senior internal and external stakeholders, managing communications and requests with professionalism and discretion

Prepare, submit, and reconcile expense reports and related financial documentation

Coordinate personal appointments, reservations, travel, and other requests, ensuring professional and personal commitments are managed efficiently

Identify scheduling conflicts, anticipate upcoming needs, and resolve time-sensitive matters independently to keep priorities on track

Coordinate with fellow Executive Assistants and administrative colleagues to maintain consistent communication, align priorities, and ensure appropriate coverage

Ongoing ad hoc assignments and projects as needed

REQUIREMENTS

7–10+ years of Executive Assistant experience supporting C-suite executives, Principals, or similarly senior leaders

Previous experience in financial services or a comparable professional environment

Extensive experience handling complex executive calendars, domestic and international travel, and confidential administrative matters

Ability to work effectively alongside other Executive Assistants, including coordinating shared responsibilities and executive coverage

Excellent organizational skills, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment

Strong written and verbal communication skills, with a professional approach

High level of discretion and sound judgment when handling sensitive business and personal information

Adaptable, composed, and able to respond effectively to last-minute changes and urgent requests

Willing and able to provide both business and personal support, including occasional after-hours availability when needed

Bachelor's degree preferred

SALARY

$125–$150K (DOE) + Discretionary Bonus Opportunity + 401K + Excellent Benefits

HOURS

8:30 AM–5:30 PM (DOE) + Flexibility as needed

5x/week in office

Company	BCL Search
Location	New York
Type	FULL TIME
Niche	Full-time
Salary	$1,50,000 – $1,50,000 / yr

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Executive / Personal Assistant to Top Executive at Investment Firm

Job Description

Ongoing ad hoc assignments and projects as neededREQUIREMENTS

Strong written and verbal communication skills, with a professional approach

Bachelor's degree preferredSALARY

Ongoing ad hoc assignments and projects as needed

REQUIREMENTS

Bachelor's degree preferred

SALARY