Assistant, Partner/Head of Strategy

A Top-tier Global Investment Management Firm is seeking a new Full-Time/Permanent Assistant to support the Partner/Head of Strategy. This is primarily a 1:1 support role, with ad hoc/additional support for 1-2 others. Candidates must have a minimum of 7-10 years of applicable C-level executive administrative experience working in financial services (required/strongly preferred) at a recognizable company and a Bachelor’s degree is required. Ideal candidates should be incredibly polished and professional, smart, proactive/eager, detail-oriented, organized, possess excellent interpersonal and communication skills (both verbal and written), and accustomed to working in a high-volume, fast-paced, and ever-changing environment. This is a best-in-class financial services firm who is looking for a top-of-the-line candidate!

• Salary depends on experience (130-145k base), plus BUILT-IN paid overtime plus generous discretionary bonus (all-in close to 200k ), AMAZING perks (comprehensive benefits, free/catered lunch, coffee bar and gym in office, opportunities to sign up for other vendors with a co-pay – i.e., masseuse, chiropractor, manicure, etc.), and much more.
• Hours are 8am-6pm (remember, built-in overtime is offered), with flexibility as needed. Hybrid work schedule (4 days in office / 1 day remote).
  
  
  

Responsibilities:

• Work closely and effectively with Executive(s) to complete critical aspects of deliverables with a hands-on approach, including keeping them well informed of upcoming commitments and responsibilities, following up appropriately, drafting personal correspondence, and handling other tasks that facilitate the Executive’s ability to effectively lead the group.
• Arrange complex travel plans and compose detailed itineraries, obtain necessary travel documents, and visa coordination
• Schedule and organize meetings, conferences, and off-sites, including all related logistics.
• Update DealCloud with relevant meetings.
• Allocate and process expenses for executive(s), including American Express and Out of Pocket expenses using the Concur expense management system.
• Screen a large volume of incoming calls and greet guests in a professional and courteous manner.
• Prepare and edit relevant materials for team, including Word Documents and Excel Spreadsheets.
• Establish, develop, maintain, and update filing system.
• Handle recruitment coordination and logistics for new employees on the team in partnership with Human Capital.
• Compose strategic communications such as letters, memos, invitations, agendas, and correspondence related to all projects and on behalf of executives. Edit for accuracy and clarity of final copy; proofread for spelling and grammar, format for consistency, and make appropriate changes.
• Manage work priorities independently and respond to business requests outside of normal business hours as needed.
• Perform other related general administrative tasks for executives as assigned and required.
• Use US Mail, FedEx, and other services to send and track priority mail.
• Coordinate closely with team and other assistants to provide phone coverage and back-up assistance.
• Allocate and code invoices using OneVue system as needed.
• Facilitate vendor onboarding process.
  
  
  

Required Qualifications:

• Minimum 7-10 years of high-level or C-level executive administrative support experience or training working in financial services (required/strongly preferred) at a recognizable company.
• Bachelor’s degree required.
• Ability to thrive in a fast-paced and rigorous work environment; demonstrated ability to prioritize competing demands and meet deadlines.
• Strong initiative and ownership of responsibilities. Must demonstrate a proactive, positive attitude towards given tasks, plan ahead for potential issues, and take appropriate action.
• Exemplary interpersonal skills necessary to handle sensitive and confidential situations. Role continually requires demonstrated poise, tact, and diplomacy.
• Superb written and verbal communication skills. Strong attention to detail when composing and proofing materials required.
• Team-oriented and collaborative attitude is a must.
• Extensive knowledge of Microsoft Outlook and proficiency in Excel, Word, and PowerPoint.
• Working knowledge of office administrative procedures and operating standard office equipment.
  
  
  

If you meet the required qualifications and are interested in this role, please apply today.

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About Solomon Page

Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.

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