Executive/Personal Assistant - Senior Executive, Investment Firm Job at Career Group, Great Neck, NY

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  • Career Group
  • Great Neck, NY

Job Description

Job Description

Job Description

Personal /Executive Assistant – Senior Executive, Investment Firm

 

A wonderful, long-standing professional services firm in Great Neck Long Island is seeking an Personal Assistant to support a senior executive of the firm, working out of their corporate office.


up to $115k base DOE (exempt) + discretionary bonus + benefits!

The firm offers a collaborative company culture with amazing tenure among its employees. Seeking someone team oriented, proactive, organized, a critical thinker/inquisitive mind, and tech savvy!

 

Typical hours are 9am-5pm, the firm is currently on a hybrid schedule 4 days in office/1 remote

Responsibilities include but aren’t limited to:

  • Management of personal & business calendars - scheduling meetings and prioritizing the executives time.
  • Answering all phone calls and emails with the utmost professionalism
  • Scheduling meetings, appointments, booking travel (flights, accommodations, itineraries, etc), dinners etc. 
  • Handling all expense reports on behalf of the executive
  • Personal work include tax filings, gifting, donations, coordinating with personal staff and properties

 

Requirements: 

  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office Suite (Outlook, Word, Excel).
  • 10+ years of personal/executive assistant experience, preferably in finance, legal, professional services
  • One must have demonstrated personal assistant experience

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Job Tags

Work at office, Remote work,

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