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Executive Assistant NY and CA $75K – $90K

Job Description

Title: Executive Assistant

Location:  New York, NY and Newport Beach, CA

Salary: $75k – $90k

Industry: Global Investment Company


Job Description:

  • Perform administrative tasks such as processing expense reports, phone coverage, conference room booking, ordering supplies, travel coordination, check requests, etc.
  • Extensive calendar management and heavy travel arrangements.
  • Assist with coordinating internal and external scheduling of meetings.
  • Maintenance of Conference calendar, conferencing materials coordination.
  • Assume additional tasks and responsibilities as required; willingness to help across teams within the retail distribution team is required.



  • Highly organized, resourceful, detail-oriented person who is comfortable working both independently and within a team environment.
  • Experience in Outlook calendar functions
  • Experience in SAP and Concur is a PLUS
  • Excellent in Microsoft software products including: Excel, PowerPoint and Word
  • Able to handle multiple assignments; know how to prioritize
  • Excellent technical skills; must be able to learn various software systems
  • Self-motivated, personable and able to communicate effectively with senior professionals
  • Strong writing and research skills.
  • Two years+ experience working in the financial services industry
  • Excellent (written and verbal) communication skills