What are the responsibilities and job description for the Executive Assistant in Investor Partners Group- $100 to $130k + OT + Bonus! position at CitiStaffing?
Executive Assistant
Financial Services firm is looking for an Executive Assistant to join their growing Investor Partners Group team! Applicants should be highly organized, proactive, and detail-oriented and have experience as an Executive Assistant.
Responsibilities Include:
- Schedule meetings, manage team calendars, proactively resolving scheduling conflicts and keeping meetings organized.
- Arrange travel for conferences, roadshows, and prospect meetings, monitoring logistics for delays or changes and adjusting plans as needed.
- Track and submit expenses on behalf of the team.
- Assist with prospective LP outreach and support business development efforts.
- Support planning and execution of investor events.
- Distribute briefing materials, presentations, and supporting documents to the IR team and clients ahead of and after meetings and conferences.
- Maintain accurate investor and meeting data; ensure all activity is logged in CRM.
- Run periodic and ad-hoc reports to support fundraising and marketing tracking.
Requirements Include:
- Bachelor’s degree required
- Minimum of 5 years’ experience in investor relations, finance, or executive support.
- Strong organizational and communication skills; meticulous attention to detail.
- Proficiency with Microsoft Office, CRM tools (Deal Cloud or Salesforce preferred), and collaboration software (Notion, Slack, etc.).
- Comfortable managing multiple priorities in a fast-paced, professional environment.
Salary : $100,000 - $130,000