Administrative Assistant/Presentation Specialist

Schedule:

Hybrid
Are you the person who catches the typo everyone else misses?

Do you thrive in a fast-paced, client-facing environment where precision, organization, and polished presentations are essential?
We're partnering with a highly respected investment management firm to find an exceptional Administrative Assistant to support a high-performing Private Client team.
What You'll Do
Create and customize sophisticated client presentations in

PowerPoint

and other platforms, incorporating charts, graphs, formatting, and detailed edits with exceptional accuracy.
Proofread and edit client materials to ensure every presentation is polished, professional, and error-free.
Coordinate complex calendars, domestic travel, meetings, and expense reporting.
Partner closely with senior client-facing professionals to manage priorities and support day-to-day operations.
Coordinate internal and client meetings, including logistics, conference rooms, catering, and meeting materials.
Maintain CRM records, prepare recurring client reports, and support a variety of high-impact projects.
Collaborate across departments including IT, Legal, Communications, Compliance, and Performance teams.
What We're Looking For
5+ years of administrative experience supporting senior professionals in a client-facing environment.
PowerPoint expert

with advanced presentation design and formatting skills.
Exceptional proofreading, editing, and written communication abilities—an English or Communications background is a strong plus.
Meticulous attention to detail with an "eagle eye" for formatting, grammar, and consistency.
Tech-savvy and comfortable learning new platforms, including AI tools such as Copilot, Claude, and Gemini.
Highly organized, proactive, resourceful, and able to manage multiple priorities in a deadline-driven environment.
Experience supporting financial services or investment professionals is highly preferred.
If you're a polished administrative professional who enjoys creating exceptional client presentations and takes pride in delivering work that's flawless down to the smallest detail, we'd love to connect.

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