What are the responsibilities and job description for the Executive & Personal Assistant to CEO | Dynamic Midtown Investment Firm position at BCL Search?
Our client, a highly reputable investment firm, is looking for the CEO’s right hand. In this role, you will own calendar, communications, travel, meeting prep, and select personal logistics. You operate with calm under pressure, impeccable discretion, and an anticipatory mindset. This is a fantastic opportunity to partner with the top executive of a stellar company! This role is in the office, 5x a week, located in Midtown.
RESPONSIBILITIES
REQUIREMENTS
SALARY
$130-$150K (DOE) Fully paid Benefits Paid OT Discretionary Bonus 401K/contribution Great PTO
HOURS
8:30/9am-5/5:30pm (DOE) flexibility with ability to be responsive after hours if needed limited travel
RESPONSIBILITIES
- Maintain an integrated business/personal calendar -- send daily and weekly previews.
- Triage and manage the CEO’s inbox -- draft communications, close loops with stakeholders.
- Coordinate multi-party scheduling and logistics.
- Own end-to-end travel, hotels, ground, detailed itineraries, and contingencies.
- Prepare meeting briefs, distribute pre-reads; ensure room/AV/links are ready -- capture actions.
- Drive logistics for special initiatives, events, and vendors; track follow-ups to completion.
- Handle expenses, reimbursements, basic POs, document execution, visitor access, and facilities/IT coordination.
- Manage sensitive personal matters with discretion.
- Ongoing ad hoc projects and assignments as needed.
REQUIREMENTS
- Composure in high-intensity settings; extreme attention to detail and reliable follow-through.
- Anticipatory judgment
- Exceptional writing and clear, concise communication.
- Prioritization & triage skills -- strong stakeholder management and executive presence.
- Systems builder: checklists, templates, trackers that raise quality and speed.
- Tech fluency: Outlook/Google Calendar, Teams/Zoom, Excel/Sheets, PowerPoint/Slides; quick with travel/expense/e-signature tools.
- Excellent discretion across all matters.
- 5–10 years supporting a C-suite principal or equivalent. Out of finance is a plus!
SALARY
$130-$150K (DOE) Fully paid Benefits Paid OT Discretionary Bonus 401K/contribution Great PTO
HOURS
8:30/9am-5/5:30pm (DOE) flexibility with ability to be responsive after hours if needed limited travel
