Executive Assistant to Investor Relations

About the Opportunity

Our client, a prestigious financial services firm in Manhattan, is seeking a highly organized and proactive Executive Assistant to support the Investor Relations team. This individual will be pivotal in maintaining executive calendars, organizing meetings and conference calls, and efficiently resolving scheduling conflicts and prioritization issues.

The Executive Assistant will coordinate domestic and international travel arrangements, keep travel profiles current, secure necessary approvals, and handle logistics for flights, hotels, and transportation. Responsibilities also involve submitting expense reports promptly, tracking follow-ups, managing investor databases and contact lists, and updating CRM entries. Preparing, proofreading, and formatting investor-facing materials such as presentations, meeting briefs, and call scripts will be essential to this role.

The annual base salary range is $110,000 to $160,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

 

Job Responsibilities

  • Maintaining executives’ calendars, scheduling all meetings and conference calls, responding to e-mails and phone calls requesting meetings, resolving meeting conflicts and prioritization issues
  • Arranging all aspects of domestic and international travel, keeping executives’ travel profiles up-to-date, managing approvals for any travel, and arranging flights, hotels, and rental cars
  • Preparing and submitting all expense reports on a timely basisTrack follow-ups and maintain investor databases, contact lists, and CRM entries
  • Prepare, proofread, and format investor-facing materials (presentations, meeting briefs, call scripts, etc.)

 

Job Requirements

  • Bachelor’s degree required
  • 4+ years of administrative experience in a corporate, professional services environment
  • Strong communications skills
  • PowerPoint skills are a plus
  • Financial Services experience is preferred

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