What are the responsibilities and job description for the Executive Assistant - Investment Management position at Daley And Associates, LLC?
Executive Assistant - Investment Management
We are currently seeking candidates for an Executive Assistant position with an elite boutique asset management firm located in Boston, MA. The Executive Assistant will be responsible for providing office management and executive support to the CEO and C-Suite leadership, including performing complex calendar management, coordinating travel arrangements (domestic and international), and overseeing meeting preparation. This position will also manage day-to-day office operations to ensure efficient daily operations. The ideal candidate will have 3-5 years of executive assistant, administrative assistant, or office management experience in investment management, financial services, or a related professional services environment.
This is a 3-6 month contract-to-hire opportunity, paying between $50-$60/hour (depending on experience). This position supports a hybrid work model (onsite 4 days and remote 1 day per week).
Responsibilities:
We are currently seeking candidates for an Executive Assistant position with an elite boutique asset management firm located in Boston, MA. The Executive Assistant will be responsible for providing office management and executive support to the CEO and C-Suite leadership, including performing complex calendar management, coordinating travel arrangements (domestic and international), and overseeing meeting preparation. This position will also manage day-to-day office operations to ensure efficient daily operations. The ideal candidate will have 3-5 years of executive assistant, administrative assistant, or office management experience in investment management, financial services, or a related professional services environment.
This is a 3-6 month contract-to-hire opportunity, paying between $50-$60/hour (depending on experience). This position supports a hybrid work model (onsite 4 days and remote 1 day per week).
Responsibilities:
- Provide executive support to the CEO and C-Suite leaders, while overseeing day-to-day office operations
- Manage complex calendars, meetings, and domestic and international travel
- Prepare and manage executive correspondence, presentations, and briefing materials
- Coordinate executive, board, and investor/client meetings, including agendas, materials, and logistics
- Track priorities and ensure timely follow-through on action items
- Oversee office operations, including vendor management (IT, facilities, supplies, security), onboarding support, and workspace logistics
- Serve as the primary point of contact for office needs and a trusted liaison for internal and external stakeholders
- Handle confidential information with discretion and support special projects as needed
- Perform additional responsibilities as needed
- Bachelor’s degree (required)
- 5-8 years of executive, administrative, and office assistant experience in investment management, financial services, or related professional services
- Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel, and Outlook)
- Fluency in English and Spanish, with the ability to communicate professionally in both written and verbal contexts (preferred, but not required)
- Strong organizational, time management, and prioritization skills
- High degree of professionalism, discretion, and sound judgement
- Exceptional follow-through skills with strong attention to detail
Salary : $50 - $60