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Executive Assistant

Company: Insperity
Location: New York
Posted on: May 16, 2022

Job Description:

Job DescriptionBy providing Outsourced CIO services, our client's business model is built around working in close partnership with a limited number of clients. They believed that prudent management of long-term assets requires dedicated resources, expertise, and daily oversight. They take the boutique nature of their business very seriously – they want each client to feel as if it has its own in-house investment team.

Our client views each client as a true partner. Clients benefit from the firm's extensive resources, including dedicated investment, accounting, operations, client service, and legal personnel. They also understand that being a good partner goes beyond simply providing investment results. They work closely with clients on a variety of other projects, from help with audit needs to donor relations.

Executive Assistant

As the Executive Assistant, you will provide comprehensive support to the CEO, Partners, and senior members of the leadership team. In this dynamic role, you will be expected to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality. You will be responsible for a broad variety of tasks including calendar management, in-office support as well as partnering with members of the organization to deliver on client outcomes.

Located in the New York office, you will be a hybrid team member working at least 3 days a week in the office with the option for remote work 1-2 days a week.


  • Provide sophisticated calendar management for CEO and members of the leadership team. Prioritize inquiries and requests while troubleshooting conflicts; make judgements and recommendations to ensure smooth day-to-day engagements.
  • Complete a broad variety of administrative tasks that facilitate the CEO's ability to effectively lead the organization, including assisting with special projects; designing and producing pitchbooks, reports, and presentations; collecting and preparing information for meetings with staff, existing and prospective client meetings; making travel arrangements; and completing expense and mileage reports.
  • Serve as the primary point of contact for internal and external constituencies on all matters pertaining to the CEO, including those of a highly confidential or critical nature. Prioritize and determine appropriate course of action, referral, or response, exercising judgement to reflect CEO's style and Agility policy.
  • Work closely with the CEO and the leadership team to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Act as a "barometer," having a sense for the issues taking place in the environment and keeping the leadership team updated. Anticipate each leaders' needs in advance of meetings, conferences, etc.
  • Provide "gatekeeper" and "gateway" role, providing a bridge for smooth communication between the CEO and employees, demonstrating leadership to maintain credibility, trust, and support with the Executive Team.
  • Serve as lead and coordinate any in-office needs including maintaining office equipment and ordering office and kitchen supplies. Ensure office amenities are stocked and partner with IT support on office technology when needed.
  • Partner with the marketing team to provide support as needed. Including but not limited to creating intel folders, printing and binding presentations, and coordinating on-site meetings for prospective and existing clients.Qualifications:
    • Significant executive support experience, including supporting C-level executives.
    • Expert proficiency with Microsoft Office suite of products, SAP Concur and standard office equipment.
    • Strong verbal and written communication skills.
    • Exceptional organizational skills and impeccable attention to detail.
    • High degree of professionalism in working with diverse groups of people, including senior executives, employees, community leaders and clients.
    • Make appropriate, informed decisions regarding priorities and available time.
    • Ability to complete a high volume of tasks and projects with little or no guidance.
    • Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.
    • Able to maintain a high level of integrity and discretion in handling confidential information.
    • Excellent judgment is essential.
    • Ability to switch gears at a moment's notice.Benefits:Our client values their employees' time and efforts. Their commitment to your success is enhanced by their competitive compensation of $70K-$90K, depending on experience, annual discretionary bonus, and participation in firm's health insurance plans including medical, dental, and vision coverage, as well as the firm's 401(k) plan. You will also be eligible for paid time off including vacation days, sick days, and parental leave and any additional benefits.

      Our client is committed to equal employment opportunity and non-discrimination for all employees and qualified applicants without regard to a person's race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any characteristic protected under applicable law.

Keywords: Insperity, New York , Executive Assistant, Other , New York, New York

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