What are the responsibilities and job description for the Temp-to-Perm Executive Assistant to 3 Partners at Boutique Private Equity Firm in Midtown position at BCL Search?
Our client, a private equity firm, is seeking an experienced Temp-to-Perm Executive Assistant to support 3 partners. The ideal candidate will thrive in a fast-paced, dynamic environment where flexibility, attention to detail, and professionalism are essential. This role requires a proactive, team-oriented individual who can manage complex schedules, coordinate extensive travel, and handle confidential information with discretion. A minimum of 8-10 years of Executive Assistant experience—preferably in the finance industry—is required. This role is 5x days a week in-office.
RESPONSIBILITIES
- Manage calls, appointments, meetings, and events for 3 partners, handling constant changes and rescheduling with flexibility and precision.
- Arrange detailed domestic and international business and personal travel itineraries, including flights, accommodations, ground transportation, and agendas.
- Organize internal and external meetings (including board meetings, client calls, and team sessions); set up Zoom or MS Teams meetings; prepare agendas and materials; order catering; manage conference room setup and cleanup; submit external attendees to lobby security; and greet visitors.
- Draft, edit, and proofread documents, memos, presentations, and reports; ensure materials are accurate, bound, printed, and delivered on time; access drives and financial portals to locate and download required documents such as Schedule K-1 tax forms.
- Process and reconcile monthly expense reports in line with company policies.
- Provide office support by answering phones, handling mail, FedEx, and messenger deliveries; back up other assistants and the office manager; assist with projects, research, and ad hoc tasks; and support Associates as needed to ensure smooth office operations.
- Maintain confidentiality and discretion in all matters.
- Obtain Notary Public certification and notarize documents as required.
REQUIREMENTS
- Minimum of 8-10 years of Executive Assistant experience, preferably in the financial industry.
- Excellent interpersonal, written, and verbal communication skills.
- Strong organizational skills and exceptional attention to detail.
- Proactive, quick learner with strong problem-solving skills and common sense.
- Flexible and collaborative team player.
- High proficiency in MS Outlook, Word, Excel, Adobe, Zoom, and MS Teams.
- Ability to craft and format professional business correspondence.
- Knowledge of simple proofreading symbols is a plus.
SALARY
$120K discretionary bonus excellent benefits.
HOURS
9am–5pm.
