Application ends: August 24, 2026
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Job Overview
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Date PostedMay 25, 2026
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LocationRemote
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Expiration dateAugust 24, 2026
Job Description
ABOUT JOB
Responsibilities:
- Assist with scheduling, planning, and departmental functions
- Oversee calendar management, travel logistics, and expense reporting for investment professionals
- Maintain the CRM system including capturing daily meetings/calls
- Work with building management and facilities
- Maintain conference room calendars
- Assist with annual event coordination/logistics as needed
- Assist with and coordination of occasional team and firm events
- Other ad-hoc projects as assigned
Requirements:
- Bachelor’s degree required
- 3-5 years if related experience in office administration/management
- Experience within financial services or similar-paced industry
- Direct executive support experience preferred
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office
- Experience with CRM systems
Salary Range:
$90,000-$110,000
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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