Job Description

Job description Position Overview: The Executive Assistant will be responsible for providing high-level administrative support to the Partner, managing a wide range of tasks to ensure smooth operations. The ideal candidate will have strong organizational skills, a keen attention to detail, and the ability to handle confidential information with discretion. Key Responsibilities: Manage the Partners calendar, scheduling meetings and appointments while ensuring optimal time management. Prepare and edit correspondence, reports, and presentations. Organize and maintain electronic and physical filing systems. Act as the first point of contact for internal and external communications, responding to inquiries and routing messages appropriately. Liaise with clients, stakeholders, and team members on behalf of the Partner. Assist with project coordination and tracking progress on key initiatives Plan and organize events, meetings, and travel arrangements, ensuring all logistics are handled efficiently. Maintain confidentiality regarding sensitive information and client interactions Qualifications: Bachelors degree in any relevant field, Finance, or a related field preferred. 0-2 years of experience as an Executive Assistant or in a similar role, preferably in the financial services industry. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM systems. Strong written and verbal communication skills. Ability to prioritize tasks and manage multiple projects in a fast-paced environment.