Executive/Personal Assistant to CEO & Chief of Staff of fast-growing Investment/Advisory firm Job at HRB, New York, NY

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  • HRB
  • New York, NY

Job Description

Our client, a newly formed and fast-growing investment and advisory firm based in Midtown, is seeking an Executive/Personal Assistant to support both the Chief of Staff and the CEO. This is an exciting opportunity to manage the professional and personal needs of two highly engaged Executives who are deeply involved in every facet of the firm. The ideal candidate must be highly discreet, proactive, and possess exceptional communication skills. Candidates should have a minimum of 7+ years of experience supporting a C-level executive in a hybrid EA/PA capacity.

RESPONSIBILITIES

Manage a very active business and personal calendar; act as a true "gatekeeper" to the Executives Coordinate complex domestic and international travel (both commercial and private), including detailed itineraries Prepare any required visas or passport renewals for international travel Organize personal and professional dinners, car services, and events Schedule and prioritize meetings with high-level stakeholders Keep Executives on schedule at all times Order daily lunch for the CEO and catering for meetings as needed Make dinner reservations, schedule doctor appointments, and purchase tickets for events Track and collect receipts for all travel-related expenses and prepare expense reports Liaise with philanthropic organizations as needed Handle personal shopping, gift buying, returns, and errands Assist in researching and planning company events including budgeting, guest list management, venue sourcing, and vendor coordination Provide general support including light research and preparation of presentations

REQUIREMENTS

Bachelor’s Degree required 7+ years of administrative experience supporting a C-level executive Highly proficient in Microsoft Outlook Absolute discretion and professionalism Excellent verbal and written communication skills Proactive and self-motivated with strong problem-solving skills Extremely detail-oriented and organized Able to take direction and follow through

SALARY

$130–150K base + bonus

HOURS

8:00/8:30 AM – 5:00 PM + 24/7 mentality

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