Compensation: $75,000-$95,000 + bonus
Location: New York, NY
The Atlantic Group is representing two Executive Assistant roles for an investment advisory firm. This position will support the Investment team and the Chief Operating Officer, COO. This is a hybrid position.
Highlights About the Company & Position:
- Responsible for supporting the Investment team.
- Assist the President, CFO, and GC when occasional support is needed.
- Preparing and updating marketing materials and clients presentations.
- Support public relations and communication initiatives.
- Update content on the firm’s website.
- Support the firm’s conference and event planning strategies.
- Manage the calendar and coordinate domestic and international travel arrangements.
- Input data into the CRM system.
- Prepare and process expense reports.
Requirements/Qualifications:
- 3 + years of experience in a client service or sales assistant position required.
- Experience working for a private wealth management team preferred.
- Strong knowledge of fixed income investment strategies.
- Experience with Adobe Creative Suite (InDesign) and Clienteer preferred.
- Strong knowledge of Microsoft Office required.
- Ability to perform VLOOKUP’s, if/then functions, and pivot tables.
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Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.