What are the responsibilities and job description for the Personal Assistant (Financial Services) position at Northbound Executive Search?
Our client, a leading financial service firm located in New York, NY, is seeking an experienced Personal Assistant to provide high-level support to a senior investment professional. This role requires exceptional organization, discretion, and the ability to thrive in a fast-paced, high-pressure environment.
Responsibilities:
- Manage personal and business calendars, appointments, and reminders
- Coordinate domestic and international travel, including flights, hotels, and ground transportation
- Handle personal logistics such as reservations, errands, and ad hoc requests
- Assist with expense tracking, reimbursements, and bill payments
- Serve as a liaison with household staff, vendors, and service providers
- Prepare itineraries and manage schedules to ensure efficient time management
- Maintain a high level of discretion and confidentiality
- Anticipate needs and proactively resolve issues before they arise
Qualifications
- 5 years of experience supporting senior executives, preferably within a hedge fund, private equity, or financial services environment
- Excellent communication and interpersonal skills
- Highly organized, detail-oriented, and proactive
- Ability to prioritize and multitask in a fast-paced setting
- Proficiency with Microsoft Office and expense management systems
- Discretion, professionalism, and reliability are essential
Salary : $45 - $50