Executive/Personal Assistant to CEO & Chief of Staff of fast-growing Investment/Advisory firm

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.
#IND1