Executive Personal Assistant to Partner - Investment Family Office

mission staffingBrooklyn, NY3 days ago

Occupations

Executive Secretaries and Executive Administrative Assistants Secretaries and Administrative Assistants, Except Legal, Medical, and Executive Meeting, Convention, and Event Planners

Industries

Miscellaneous Financial Investment Activities Portfolio Management and Investment Advice Executive Offices

Executive & Personal Assistant to a Partner Investment Family Office

Location: NYC - HybridAbout the RoleWe're looking for a polished, proactive Executive & Personal Assistant to support a Partner with both professional and personal matters. Alongside day-to-day executive support, the role includes a significant amount of event planning, from high-profile investor and client events to private personal gatherings. It's a good fit for someone who can manage many priorities at once, anticipates needs, and delivers the high standard of service expected at the senior level.

Key Responsibilities:

Executive SupportManage the Partner's complex, frequently changing calendar and set priorities across competing requests
Coordinate internal and external meetings, including investor, portfolio company, board, and client meetings
Arrange detailed domestic and international travel, including private aviation, ground transportation, and contingency plans
Serve as the Partner's main point of contact, handling communications professionally and discreetly
Prepare meeting materials, briefing documents, and correspondence
Process expense reports on time and accurately
Build strong relationships with internal teams, executive assistants, and outside contacts
Event Planning
Plan and run a range of events from start to finish, including investor and LP events, client dinners, firm gatherings, conferences, and offsites
Handle venue sourcing, vendor negotiation, contracts, budgets, run of show, and on-site coordination
Manage guest lists, invitations, RSVPs, seating, and attendee communications
Work with marketing and outside vendors on invitations, agendas, and branded materials
Plan the details carefully and anticipate what senior guests will expect
Track event budgets and reconcile invoices after each event
Personal SupportManage the Partner's personal calendar, appointments, and family schedules as needed
Coordinate personal travel, vacations, and reservations
Plan private events and gatherings, such as dinners, celebrations, and holiday events
Help manage the household as needed, including working with vendors, staff, and service providers
Handle personal errands, gifting, and special requests with complete discretion
Qualifications[5+] years of experience as an Executive Assistant or EPA supporting a C-suite leader, Partner, or senior executive, ideally in private equity, hedge funds, investment banking, or another financial or professional services setting
Proven experience planning and running high-profile events for senior or VIP guests
Excellent organizational and time management skills, with the ability to switch smoothly between professional and personal priorities
Complete discretion with confidential business and personal information
Polished written and verbal communication skills
Proactive and resourceful; anticipates needs and solves problems before they come upCalm, flexible, and responsive in a fast-paced environment, including occasional availability outside regular business hours
Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint); experience with Cvent or similar event platforms is a plus
Bachelor's degree preferred

Compensation & Benefits

Compensation: 150k-175k base, plus bonus

100% paid M/D/V
Onsight breakfast/lunch
Coffee/matcha bar
401k match
Charitable donation program

Apply now

Level

SeniorL5

Location

Brooklyn, NY

Occupation

Executive Secretaries and Executive Administrative Assistants

Industry

Miscellaneous Financial Investment Activities

Posted

3 days ago

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