Strategic Assistant to the Executive Team

Lead with Purpose. Partner with Impact.

We are seeking an experienced and highly organized C-Suite Executive Assistant to support a C-Suite Executive. Reporting directly to one of our C-Suite Executives, this role will provide administrative and strategic support ensuring smooth day-to-day operations while proactively managing priorities. The ideal candidate will be an autonomous, resourceful, detail-oriented, and a professional individual capable of handling confidential information with discretion and performing at the highest level in a fast-paced environment. 

What You'll Do: 

• Provide comprehensive administrative and operational support to C-Suite Executive: 
• Email Management: Manage, intercept, and delegate emails, ensuring timely responses and prioritization. 
• Practifi (CRM) Attachments: Handle Practifi system tasks related to notices, emails, correspondence, etc. 
• Phone Management: Manage incoming calls, prioritizing and handling them appropriately. 
• Scheduling: Organize and coordinate meetings, one-on-ones with employees, and internal reviews. 
• This individual will provide high-level administrative support while maintaining the utmost confidentiality, proactively anticipating needs, and fostering a highly responsive relationship in a fast-paced and dynamic environment. 
• Serve as a reliable point of contact between all C-Suite Executives and their teams. 
• Maintain confidentiality and handle sensitive information by exercising discretion and independent judgement. 
• Proactively identify opportunities to optimize workflows and improve efficiency. 
• Prioritize and manage multiple tasks with minimal supervision. 
• Project coordination and responsibility for execution of Excel based projects.  
• Coordination of internal and external resources for inclusion of investment related information in the firm newsletter, as needed.  
• Assist with special projects and initiatives as assigned. 

What You Bring:

• Proven experience as a C-Suite Executive Assistant or in a similar high-level administrative role. 
• Exceptional organizational and multitasking abilities. 
• Strong written and verbal communication skills. 
• Proficiency in email management systems, scheduling tools, and Microsoft Office Suite. 
• Ability to manage confidential information with the utmost professionalism. 
• Adept at working independently and collaboratively in a fast-paced environment. 
• Experience coordinating events and managing projects is highly desirable.   
• Four year degree (preferably with a focus in business and/or finance) 
• Masters degree in business and/or finance (preferred)  
• Proactive problem-solver with a high level of initiative. 
• Flexible and adaptable to shifting priorities. 
• Detail-oriented with excellent time management skills.