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Executive Personal Assistant to Partner - Investment Family Office

L5

mission staffingGlens Falls, NY2 days ago

Occupations

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

Industries

Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceExecutive Offices
Executive & Personal Assistant to a Partner Investment Family Office
Location: NYC - Hybrid
About the Role: We'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 Support
  • Manage 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 Support
  • Manage 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 up
  • Calm, 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 (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

Glens Falls, NY

Occupation

Executive Secretaries and Executive Administrative Assistants

Industry

Miscellaneous Financial Investment Activities

Posted

2 days ago

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