Responsibilities

• Provide administrative support to the Founder / CEO
• Provide efficient daily calendar management for both business and personal matters
• Prioritize multiple inquiries and requests while troubleshooting and diminishing scheduling conflicts; make judgement and recommendations to ensure smooth day- to- day engagements
• Respond to heavy volume of emails in a timely manner
• Coordinate travel (international and domestic). Prepare full itineraries (travel, meetings, notes) and car transfers
• Schedule on-site and off-site meetings, both internal and external
• Host all external and internal visitors for the CEO – this includes collaborating with the team in creating agendas, timekeeping, greeting guest and providing food (if needed)
• Ensure technology in meetings runs smoothly for presentations, meeting recording, video conferencing, etc.
• Administer support for expense report review and reimbursement
• Maintain CRM data as needed
• Work collaboratively with other admins across the firm

Duties And Responsibilities

• Manage relationships with vendors, service providers, and landlord, ensuring that all items are invoiced and paid on time
• Responsible for furniture and fixtures
• Responsible for connectivity and working knowledge of office tech equipment (copiers, printers, internet, cable, a/v)
• Document retention and in office storage
• Office supplies management
• Maintain and manage office seating chart

Qualifications & Desired Attributes

• Bachelor’s degree; 1+ years of experience as an assistant
• Highly proficient in Microsoft Outlook with superior skills in Word, PowerPoint, Excel – ability to create presentations and navigate databases
• Leadership skills – understand how to work a diverse set of teammates and develop trust-based relationships across the organization; must be a people person
• Ability to prioritize tasks with excellent attention to detail and accuracy, follow up with a sense of urgency
• Passion for solving complex problems and building scalable processes; strong analytical and problem-solving skills
• Project management skills – support complex change processes from start to finish
• Knowledge of business processes across finance, technology, and investment products
• Ability to develop strong working relationships; must possess interpersonal and collaboration skills with ability to communicate and influence across all business levels
• Motivated team player who can take on many roles and projects supporting a lean team; ability to work independently, take initiative, and deliver results in a fast paced, entrepreneurial team environment with a focus on excellence
• Superior communication skills and ability to articulate views in a clear and succinct manner both written and verbal; understands how to create effective executive summaries