Executive Assistant-Asset Management

New York City, NY

Posted: 09/10/2024 Industry: Asset Management

Job Description

The Executive Assistant will support three key partners in the organization and will work cross-functionally with the finance and operations team on various administrative tasks. This includes calendar management, booking travel, submitting expense reports, event planning, and office management. The Executive Assistant will also work closely with the Executive Assistant to the CEO, collaborating on initiatives across the organization.

 

Responsibilities

  • Provide executive support to the Partners of the organization
  • Extensive calendar management, scheduling travel, email support and expense reimbursements
  • Event Coordination – organizing team bonding events, client breakfasts/lunches/dinners, company offsites, holiday parties, exec committee retreat
  • Office Management – greeting guests, ordering food /supplies & and technology /office equipment, registering visitors, submitting maintenance requests, handling IT issues, coordinating cleaning schedule, handling ad hoc requests as needed
  • Creation and maintenance of company processes and systems
  • Helping manage the CRMs for various business functions
  • Assisting in the planning of offsites and other team events
  • Overflow support from other team members as needed

 

Job Requirements

Qualifications

 

  • 2-5 years of work support experience, preferably within the financial and professional services industries
  • Process and systems-oriented, with experience building out processes in other organizations
  • Calendar management experience, specifically gatekeeping and managing the executive’s time
  • CRM management experience
  • Exceptional attention to detail
  • Highly personable
  • Entrepreneurial drive and desire to help grow and develop a business
  • Strong communication skills, including a demonstrated ability to write effectively
  • An ability to manage projects independently and to completion

 

This position is on-site five days per week in the New York City office.

Additional Information

At J. Katz & Partners, our team of executive search partners, senior consultants, and expert recruiters work closely with each client and candidate to fully understand their professional goals prior to the beginning of every search. Utilizing competitive intelligence and direct sourcing methodologies, we identify talent and career opportunities through a variety of sources and professional networks. J. Katz & Partners offers services in analytical, financial, and administrative recruitment, combined with the expertise in executive and professional search. Our reputation is the product of experience, integrity, and the long-term relationships that we have maintained with both clients and candidates throughout the nation.

Meet Your Recruiter

Jeff Katz
President

Jeff Katz is the Founder and President of J.Katz & Partners and was the Managing Partner of Jemstone Associates. After attending Queens College, Jeff started his professional career in finance until discovering that he was more passionate about helping people with their careers than he was about their money. Jeff began his staffing career in 1990, managing the permanent divisions of two national staffing firms before launching Jemstone Associates in 2002. Jeff brings more than twenty years of national recruiting and account management experience covering a vast diversity of industries and disciplines. Contact Info: Direct- 212-551-1135 email- jkatz@jkatzandpartners.com

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