The Hollister Group
Executive Assistant
Our client, a dynamic investment management firm dedicated to strategic growth and excellence, is seeking an exceptional part time Executive Assistant to support a high-level Managing Director. This pivotal role offers the opportunity to become an integral part of a close-knit team committed to fostering collaboration, efficiency, and success. If you thrive in fast-paced environments and take pride in your ability to anticipate needs and deliver results, this is your chance to shine.
Responsibilities
Manage and optimize the executive’s complex calendar, scheduling meetings, and coordinating logistics efficiently
Act as the primary point of contact for client follow-ups and communicate with external partners
Log data into CRM systems and update contact profiles accurately and promptly
Prepare and organize proposal documents, reports, and meeting notes, utilizing AI tools for recording and transcription
Set up and manage calendar blocks, deadlines, and task follow-ups to ensure timely completion of deliverables
Collaborate with the executive to streamline workflows and improve overall organizational processes
Monitor emails, handle correspondence, and prioritize urgent activities to support daily operations
Assist with documenting and tracking project or task statuses, and send timely follow-ups
Review recorded meetings, provide summaries, and log relevant information into CRM and document systems
Qualifications
Proven experience supporting C-level executives or high-level leaders, preferably within finance or investment firms
Strong organizational prowess with exceptional attention to detail and multitasking ability
Excellent written and verbal communication skills to facilitate clear and professional correspondence
Advanced proficiency in Microsoft Office Suite and CRM platforms
Familiarity with AI note-taking tools or similar technologies
Demonstrated reliability, punctuality, and ability to operate independently in a fast-paced environment
Ability to handle confidential information with discretion and professionalism
Comfortable with remote or hybrid work setups and adaptable to evolving technological tools
Our Commitment to Inclusion & Belonging
The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.
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