Executive/Personal Assistant to CEO of Boutique, Midtown Investment Firm
HRB, New York, NY, United States
Our client, a fast‑growing, global Advisory and Investing Platform, is seeking an experienced Executive/Personal Assistant to support the CEO, working closely under the direction of the Chief of Staff. This role will be based in their Midtown office and will require a highly polished, detail‑oriented professional who thrives in a fast‑paced, high‑touch environment. The ideal candidate will have experience supporting senior executives in both a business and personal capacity, and must be proactive, discreet, and highly organized.
Responsibilities
Manage complex business and personal calendars; coordinate internal/external meetings across multiple time zones and adjust for real‑time changes
Act as gatekeeper, maintaining boundaries around executive availability and ensuring daily schedules run smoothly
Coordinate commercial and private travel, including flights, hotels, cars, drivers, and visa/passport management; prepare detailed itineraries and monitor live updates
Prepare forward‑looking calendars for executive visibility into upcoming travel, events, and in‑person meetings
Manage all expense processing, including collecting receipts, reconciling statements, and submitting reports
Order daily meals, plating of meals, handle catering and conference room coordination, and register guests with security
Answer calls, direct messages and greet incoming guests and clients
Assist with large holiday gift lists, office supply needs, internal events, and team‑building coordination
Handle personal errands and scheduling, including doctor appointments, prescription refills, event ticketing, dinner reservations, bank deposits etc.
Collaborate with additional Family PA on children’s scheduling and assist with family travel/vacation planning
Provide general support on ad hoc projects, light research, and presentation prep
Work closely with Chief of Staff, taking direction for the CEO
Help oversee and maintain the Office of the CEO’s e‑mail, ensuring accuracy and timely updates for effective communication
Liaise and coordinate with the broader Executive Assistant team to streamline communication, align on scheduling priorities, and maintain best practices
Requirements
Bachelor’s Degree required
10‑15+ years of experience supporting a C‑level executive in a hybrid EA/PA role
Highly proficient in Microsoft Outlook and calendar management
Strong communication skills and impeccable discretion
Proven ability to anticipate needs, solve problems, and operate independently
Extremely detail‑oriented, organized, and calm under pressure
Salary
Up to $150K base (DOE) + Bonus
Hours
8:00/8:30 AM – 5:00/5:30 PM + ability to respond on evenings and weekends. True 24/7 mindset required.
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Responsibilities
Manage complex business and personal calendars; coordinate internal/external meetings across multiple time zones and adjust for real‑time changes
Act as gatekeeper, maintaining boundaries around executive availability and ensuring daily schedules run smoothly
Coordinate commercial and private travel, including flights, hotels, cars, drivers, and visa/passport management; prepare detailed itineraries and monitor live updates
Prepare forward‑looking calendars for executive visibility into upcoming travel, events, and in‑person meetings
Manage all expense processing, including collecting receipts, reconciling statements, and submitting reports
Order daily meals, plating of meals, handle catering and conference room coordination, and register guests with security
Answer calls, direct messages and greet incoming guests and clients
Assist with large holiday gift lists, office supply needs, internal events, and team‑building coordination
Handle personal errands and scheduling, including doctor appointments, prescription refills, event ticketing, dinner reservations, bank deposits etc.
Collaborate with additional Family PA on children’s scheduling and assist with family travel/vacation planning
Provide general support on ad hoc projects, light research, and presentation prep
Work closely with Chief of Staff, taking direction for the CEO
Help oversee and maintain the Office of the CEO’s e‑mail, ensuring accuracy and timely updates for effective communication
Liaise and coordinate with the broader Executive Assistant team to streamline communication, align on scheduling priorities, and maintain best practices
Requirements
Bachelor’s Degree required
10‑15+ years of experience supporting a C‑level executive in a hybrid EA/PA role
Highly proficient in Microsoft Outlook and calendar management
Strong communication skills and impeccable discretion
Proven ability to anticipate needs, solve problems, and operate independently
Extremely detail‑oriented, organized, and calm under pressure
Salary
Up to $150K base (DOE) + Bonus
Hours
8:00/8:30 AM – 5:00/5:30 PM + ability to respond on evenings and weekends. True 24/7 mindset required.
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