Executive Assistant

Job Id: EB-1322652175
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KEY RESPONSIBILITIES
Organize weekly departmental meetings, including preparation of materials
Utilize CRM database to assist with various prospective and existing investor related tasks, such as maintaining fund pipelines, email outreach, meeting notes, etc.
Assemble materials for investor meetings
Maintain calendar, schedule meetings and calls
Process expense reports
General administrative duties, such as sorting mail, copying, scanning, filing, investor mailings, etc.
Act as departmental point person on firm-wide administrative projects

TOP KEYS FOR CLIENTS
5+ years of administrative experience, investment or finance experience preferred
Event planning experience
Strong written and verbal communication skills
Excellent organizational skills
Ability to work both independently and as part of a team
Proven time-management skills, with the ability to prioritize tasks — Professional attitude and appearance
Customer service oriented
Proficiency in Microsoft Office Suite

ATTRACTIVE FACTORS
Work/life balance – HYBRID M/T/Th
Free lunches
Gym onsite
Commuter benefits
Fully covered medical/dental/vision
Company outings (Giants Games, Happy Hours, Holiday parties)
Large, tight-knit admin team