Executive Assistant

---

Job description

Hybrid role:

(4 days in office, Friday at home)

Job description

Our client in the Mergers and Acquisitions is looking for an Executive / Personal Assistant to join their team. This individual will directly supporting the Managing Partner and backup for the rest of his team when needed.

Your primary duties and responsibilities include providing administrative support to ensure efficient operation of the office. You will support the Managing Partner and other members of his team through a variety of tasks, including but not limited to: scheduling meetings, booking travel & making itineraries, creating and submitting expense reports, arranging conference calls, Wil be handling personal work for the Partner. Book travel, shows, meals and other requests for the Partner and the family when asked.

TASKS:

• Answer phone calls with proper call screening, forwarding, and message taking.
• Schedule meetings and appointments
• Coordinate with all necessary parties and gather all requested materials
• Get involved with marketing materials and have some client interaction
• Work with the team to make sure that all of the calendar appointments has all of the necessary details
• Sort through emails and search for relevant events, meetings or calls that may be of interest
• Check for relevant conferences
• Act as a liaison with clients, and investor relations representatives
• Produce and distribute correspondence
• Assist in the preparation of regularly scheduled reports
• Maintain a filing system
• Book travel arrangements: including flights, car services, hotels and itineraries
• Submit and reconcile expense reports

QUALIFICATIONS:

• 3+years administrative or executive/ personal assistant experience in a professional office setting.
• Preferred experience in the financial services industry
• Bachelor's Degree is highly preferred
• Able to speak Mandarin or Cantonese is highly desired.. (Firm does a lot of work in Asia)