Executive Assistant – Financial Services at Atrium

Our client is a global investment office. They build long-term portfolios for their clients that invest across a range of traditional and alternative asset classes. Currently, they are looking to add an Executive Assistant – Financial Services to their team.

Salary/Hourly Rate:

$95k – $115k plus 10% Bonus & Profit Sharing

Position Overview:

The Executive Assistant – Financial Services is responsible for diverse administrative and business management activities in support of top executives. The nature of these responsibilities requires a highly professional individual with excellent interpersonal skills and the demonstrated ability to manage confidential information. This position will have a daily interface with all levels of internal management and staff.

Responsibilities of the Executive Assistant – Financial Services:

• Heavy calendar management.
• Order supplies.
• Interface with internal departments and externals to schedule and organize appointments, conference calls, and events, in-house and external meetings.
• Coordinate logistics for various events and meetings.
• Organize all phases of extensive travel arrangements including air, hotel, and ground transportation providing organized, detailed travel itineraries.
• Track and document all business expenses via Concur Expense Reports.
• Heavy phone management.
• Produce various communications, including letters, memos, presentations, and reports.

Qualifications for the Executive Assistant – Financial Services:

• Executive-level Administrative Assistance experience.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
• Excellent attention to detail and customer service skills.
• Ability to multitask in a high-pressure environment.
• Financial or Professional Services work background a plus.

Education Requirements:

• Bachelor’s degree is required.

Benefits:

• Medical, dental, and vision insurance.
• Short and long-term disability insurance.
• Life insurance.
• Flexible spending accounts.
• Commuter benefits.
• Paid time off.
• 401(k) plan with employer matching.
• The Firm also supports global philanthropy via a charity program and volunteer day.
• A variety of wellness and social events.