Job Description

Personal Assistant – Financial Services (Onsite, NYC)

Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.

We are partnering with a New York–based investment firm to identify an experienced Personal Assistant to support senior leadership in a fast-paced, high-touch environment. This role provides direct support to the President and a small group of Portfolio Managers and requires exceptional discretion, organization, and attention to detail.

This is a fully onsite position (Monday–Friday) based in the firm’s New York office.

Responsibilities

Provide comprehensive personal assistant support to the President and multiple senior leaders, managing daily administrative and personal needs
Coordinate complex calendars, schedule meetings, and manage ever-changing priorities with minimal direction
Arrange domestic and international travel, including flights, accommodations, ground transportation, and detailed itineraries
Handle personal and professional tasks such as: restaurant reservations and event planning, scheduling personal appointments (medical, personal services, etc.), running ad hoc errands and handling time-sensitive requests
Support internal and external events, including firm-hosted events and offsites
Act as a trusted gatekeeper, exercising sound judgment and confidentiality at all times
Anticipate needs proactively and ensure leaders are supported seamlessly day to day

Qualifications

5+ years of experience as a Personal Assistant or xywuqvp Executive Assistant, preferably within financial services or a similarly fast-paced professional environment
Proven ability to manage multiple principals and competing priorities simultaneously
Highly organized, detail-oriented, and responsive with a service-oriented mindset

Additional Details

Fully onsite, Monday through Friday
New York City
Long-term opportunity with a close-knit leadership team

Compensation: $100k-$250k based on experience

Job Tags

Work at office, Monday to Friday

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