Executive Assistant in Investor Partners Group- $100 to $130k + OT + Bonus!

Financial Services firm is looking for an Executive Assistant to join their growing Investor Partners Group team! Applicants should be highly organized, proactive, and detail-oriented and have experience as an Executive Assistant. Responsibilities Include: Schedule meetings, manage team calendars, proactively resolving scheduling conflicts and keeping meetings organized. Arrange travel for conferences, roadshows, and prospect meetings, monitoring logistics for delays or changes and adjusting plans as needed. Track and submit expenses on behalf of the team. Assist with prospective LP outreach and support business development efforts. Support planning and execution of investor events. Distribute briefing materials, presentations, and supporting documents to the IR team and clients ahead of and after meetings and conferences. Maintain accurate investor and meeting data; ensure all activity is logged in CRM. Run periodic and ad-hoc reports to support fundraising and marketing tracking. Requirements Include: Minimum of 5 years’ experience in investor relations, finance, or executive support. Strong organizational and communication skills; meticulous attention to detail. Proficiency with Microsoft Office, CRM tools (Deal Cloud or Salesforce preferred), and collaboration software (Notion, Slack, etc.). Comfortable managing multiple priorities in a fast-paced, professional environment.

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