What are the responsibilities and job description for the Executive Assistant position at Strategas Securities, LLC?
About the Role Join a collaborative two-person executive support team partnering with senior leadership at a high-profile, Midtown New York City-based financial services firm. In this role, you will provide comprehensive administrative and operational support to a five-person executive team—Chairman & CEO, President, Chief Operating Officer—and key senior research partners, including the Chief Economist and Chief Markets Strategist. This position requires a highly organized, proactive, and experienced Executive Assistant who can operate as a trusted partner, maintain discretion, and ensure seamless day-to-day operations across a fast-paced, high-visibility environment. The Impact You'll Make Manage complex executive calendars, ensuring accuracy and alignment across internal and external commitments Coordinate domestic and international travel end-to-end, including itineraries, accommodations, ground transportation, materials, and last-minute changes Oversee logistics for client events, executive meetings, offsites, dinners, and corporate engagements Support coordination of media appearances (e.g., CNBC, Fox, Bloomberg) for both on-site and virtual segments Act as a gatekeeper for senior leadership—prioritizing requests, managing access, and safeguarding executive time Handle high-volume communications, including screening and routing calls and responding with professionalism and informed judgment Exercise discretion in managing routine matters independently to maximize executive efficiency Prepare meeting materials, draft agendas, and ensure all pre-read and documentation are complete and accurate Coordinate meeting logistics including conference rooms, technology setup, and catering arrangements Review documents and forms for accuracy, completeness, and formatting Update, compile, and distribute reports to internal and external stakeholders Maintain confidential records and files related to corporate and executive operations Provide general office support, including vendor coordination, office supplies, and invoice approvals Offer flexibility to support occasional evening or weekend needs, including personal or administrative tasks What You'll Bring to Baird Associate’s degree required; Bachelor’s degree preferred 5–8 years of administrative or executive support experience, preferably in financial services or a fast-paced corporate environment Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) Experience working with Salesforce CRM or similar systems Exceptional organizational skills with strong attention to detail and ability to prioritize effectively Strong communication skills, both written and verbal, with a professional and polished demeanor Demonstrated ability to handle confidential information with discretion and sound judgment Proven ability to manage multiple priorities in a high-pressure environment Proactive mindset with strong problem-solving skills and a commitment to excellence Compensation and Benefits $100,000 - $140,000 annual base salary Bonus potential Compensation and bonus are commensurate with experience, performance, and/or firm profitability Check out our Total Rewards at Baird, which is a summary of our benefits and compensation #LI-AK1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. At Strategas, we believe every associate matters. We’re committed to providing an environment of trust, respect, and teamwork, where you partner with the best in the industry and thrive. We are passionate about how we achieve great outcomes together for our clients, communities and each other. Want to know when new Strategas jobs have been posted? Click on “Job Alerts” at the top of the page or click on the Job Alert button below to set up alerts and stay updated! Strategas is an institutional brokerage firm serving clients in more than twenty countries around the world. Founded in 2006 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller, the Firm provides Macro Research services to institutional managers and through Strategas Asset Management manages a suite of macro thematic investment strategies by institutional mandate and for ultra and high-net-worth investors. Since 2018, we have operated as an independent, wholly owned subsidiary of Baird. We are committed to providing superior service in the old Wall Street tradition. Our motto – bonitas, probitas, fides (class, integrity, faith) – guides both the management of our Firm and our commitment to our clients. The Firm has 50 research analysts, institutional salespeople and sales traders working from offices in New York and Washington D.C.
Salary : $100,000 - $140,000