We are partnering with a highly regarded investment bank in Midtown Manhattan that is seeking a polished, proactive, and exceptionally organized Executive Assistant to support the CFO in a fast-paced, collaborative environment. This individual will act as a trusted right hand to the CFO while also playing a key role in recruiting coordination, team operations, and broader administrative initiatives across the organization.
Key Responsibilities
Executive Support
- Manage the CFO’s complex calendar, travel arrangements, and meeting coordination
- Handle incoming communications and maintain executive contact records
- Serve as a liaison between the CFO, internal teams, and external stakeholders
- Assist with presentations, expense reporting, and occasional personal administrative support
Recruiting & Team Coordination
- Coordinate internship and lateral recruiting processes, including scheduling interviews, tracking feedback, and maintaining recruiting logs
- Support performance review cycles and maintain related documentation
- Track team attendance, PTO schedules, and staffing coordination
- Assist in organizing leadership meetings, team events, and internal initiatives
Administrative & Finance Support
- Support invoice processing, expense tracking, and payment coordination
- Maintain records and reporting within Salesforce and other internal systems
- Assist with reporting requests, database updates, and ongoing administrative projects
Qualifications
- Bachelor’s degree preferred
- 5+ years of executive support experience within financial services, professional services, or a corporate environment
- Strong organizational, communication, and multitasking skills
- High level of discretion, professionalism, and attention to detail
- Proactive, service-oriented mindset with strong follow-through
- Advanced Microsoft Office skills; Salesforce experience preferred
