Job Overview – Executive Assistant (Finance)
Compensation: $100,000 – $130,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (Hybrid)
Atlantic Group is hiring an Executive Assistant (Finance) in New York, NY for our client, supporting senior finance leadership, executive operations, and office administration within a growing investment management firm. This highly visible role will primarily support the Chief Financial Officer while partnering closely with a collaborative executive assistant team to ensure seamless day-to-day operations. The ideal candidate is an organized, proactive professional with financial services experience who thrives in a fast-paced, team-oriented environment.
Responsibilities as the Executive Assistant (Finance):
- Executive Support: Manage complex calendars, coordinate meetings, arrange travel, prepare expense reports, and provide day-to-day administrative support for the Chief Financial Officer and finance leadership.
- Scheduling & Coordination: Organize internal and external meetings, coordinate executive schedules, and ensure priorities are managed efficiently across multiple stakeholders.
- Office Operations: Assist with office administration, visitor coordination, meeting logistics, and other operational needs while supporting a collaborative executive assistant team.
- Project Coordination: Support firmwide initiatives, executive events, investor meetings, and special projects while coordinating deliverables across departments.
- Communication Management: Prepare correspondence, maintain confidential information, and serve as a professional point of contact for internal and external stakeholders.
- Team Collaboration: Provide cross-coverage for executive assistants and contribute to shared administrative responsibilities that support overall office operations.
Qualifications for the Executive Assistant (Finance):
- Education: Bachelor’s degree is preferred.
- Experience: 3–10 years of executive assistant experience supporting senior executives is required. Previous experience within financial services, investment management, private equity, hedge funds, or asset management is strongly preferred.
- Industry Knowledge: Familiarity with executive support, calendar management, travel coordination, and office operations within a professional services or financial services environment is preferred.
- Technical Skills: Proficiency with Microsoft Office, Outlook, Excel, PowerPoint, and virtual meeting platforms is required.
- Skills & Attributes: Exceptional organizational, communication, multitasking, and relationship-building skills with strong attention to detail, discretion, sound judgment, and the ability to manage competing priorities in a fast-paced, collaborative environment.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.