Job Description

Boutique investment management firm is seeking an Administrative Assistant to support the CEO and Chief of Staff .

Key Responsibilities

• Calendar & Schedule Management: Coordinate and maintain complex calendars, schedule appointments, meetings, and personal engagements.
• Travel Arrangements: Plan detailed domestic and international travel, including flights, accommodations, ground transport, and itineraries; coordinate with third-party vendors as needed.
• Family & Household Management: Oversee household needs, including vendor coordination, family events, and support for children's activities. Arrange services and manage household staff as necessary.
• Errands & Personal Tasks: Handle personal errands, reservations, and assist with gift purchasing and special occasion planning.
• Document & Transaction Management: Support document preparation, signature coordination, and filing. Handle transaction records, organize files, and assist with basic financial tracking.
• Event & Social Planning: Organize and execute private and business-related events, including social gatherings, dinners, and corporate functions.
• Luxury & Lifestyle Management: Facilitate requests related to luxury items, concierge services, or special accommodations.
• Manage office supply inventory, order office and kitchen supplies, and maintain a clean, organized workspace.
• Support Investor Relations tasks, such as organizing documents, managing mail merges, and ensuring timely communication.
• Back-up the Office Manager with visitor experience, greet clients and guests, and maintain professional standards in reception.

Requirements

• Bachelor’s degree (required)
• 3+ years of experience in a high-net-worth environment or supporting executives in finance, real estate, or legal sectors
• Exceptional organizational, time-management, and communication skills
• High proficiency in Microsoft Office Suite
• Skilled in travel planning and calendar management

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