Our client, a successful investment firm that is growing is looking for a “right hand” Executive Assistant to support the CEO and Controller.  The is an exciting opportunity for someone who can work responsibly remotely (meet a few times a month in person), is very organized, detail-oriented as well as knows QuickBooks or a similar program.

About the Job:

¨      Support the CEO managing his ever-changing calendar, setting up all video meetings and calls with internal stakeholders and clients

¨      Support the Controller/COO to help out with QuickBooks and other financial tasks like wire transfers, helping to process payroll and expense reporting 

¨      Prioritize emails and craft responses on their behalf for the CEO   

¨      Organize and manage all travel arrangements for the CEO/Controller with detailed itineraries, 

¨      Dinners and overall event planning for in-person meetings and personal engagements 

¨      Ad hoc projects

¨      Off hour availability via cell within reason

¨      Salary plus Discretionary Bonus; Comprehensive Health Benefits

About You:

¨      At least 5 years of experience as an Executive Assistant supporting a high- level C-Suite executive

¨      Bachelor’s Degree 

¨      Detail oriented and very organized with great project management skills

¨      Experience with QuickBooks or similar AR/AP program

¨      High level of integrity and discretion in handling all confidential information; high emotional and intellectual intelligence

¨      Excellent Microsoft Office Suite /Google Suite skills; tech savvy with an interest in using new technologies like AI to streamline processes

¨      Excellent written and verbal communication skills

¨      A true “team player” with a warm engaging personality