Executive Assistant

JOB FUNCTION: Administrative Support
JOB TYPE: Direct Hire
POSTED: Jun 13, 2022

Our client is a global investment and advisory firm that deliver value through two primary businesses: investments and securities. They are currently seeking an Executive Assistant to join their team.

Salary/Hourly Rate:


Position Overview:

Our client is seeking a proactive Executive Assistant to support its Investment Banking team in Boston. Reporting to the Director of Investment Banking Administration this person will help to support executives in all administrative functions in order to increase the time they dedicate for leadership responsibilities. The Executive Assistant role is located in Boston 4 days in office and 1 day remote.

Responsibilities of the Executive Assistant:

  • Manage clerical administrative and all business details
  • Manage incoming calls and direct them to the appropriate parties
  • Manage complex calendars across different time zones
  • Assist in internal and external meetings and conference presentations including catering ordering/set-up & cleanup
  • Manage travel arrangements and prepare itineraries
  • Process a heavy volume of expense reports
  • Manage day-to-day operations of the office including mail, printing, building access management, vendors, building, and kitchen
  • Perform other related duties as assigned or requested

Qualifications of the Executive Assistant:

  • 7 – 10 years experience as an Executive Assistant in the financial services industry
  • Proficiency in Microsoft Office Outlook, PowerPoint, Word, and Excel
  • Knowledge of DealCloud CRM and Workday preferred but will provide training
  • Strong interpersonal, organizational, communication, and problem- solving skills
  • Strict attention to detail with ability to prioritize issues appropriately
  • Detail-oriented and able to multi-task in a fast-paced environment hands-on and willing to roll up sleeves to perform any and all responsibilities needed to ensure success

Education Requirements:

  • Bachelor’s degree is required


  • Company-provided benefits
  • Health
  • Dental
  • Vision
  • 401k
  • PTO
As a woman-owned firm, we value diversity. We are an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, genetic information or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.
Position ID: 110754