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Executive Assistant
Geller & Company
New York, NY, United States
Job Details - this job has expired, please see similar jobs below
Founded in 1984, Geller is a world class strategic financial and advisory firm serving high net worth individuals and families, corporations, non-profits & foundations. Headquartered in Manhattan, Geller & Company has almost 500 professionals to help shape and drive our clients’ financial strategies. Our team of CPAs, CFPs, CFAs and MBAs bring decades of experience across a broad spectrum of industries. We offer a comprehensive portfolio of services coupled with unparalleled cross-disciplinary expertise.
Geller Advisors is a privately-owned, SEC-registered investment advisor providing integrated strategic wealth management services to affluent individuals, families and entities. Our suite of services includes investment management and financial planning, CFO services and tax advisory and compliance.
Geller Advisors Investment Management Executive Assistant
You will take ownership of:
• Providing day-to-day administrative support to key executives on our Investment Management team, including the Chief Investment Officer (CIO)
• Calendar management for multiple high-touch executives : scheduling meetings and resolving conflicts; syncing internal and external calendars to ensure consistency and accuracy, coordinating and prioritizing internal and external client meetings
• Answering phones, screening calls; maintenance of contacts for multiple executives
• Meeting management: coordinate and confirm all details including internal and external attendees, conference room reservations, video/conference details, IT support, security badges, catering, agendas, typing and circulating meeting notes, and coordinating meeting follow-up initiatives for the CIO
• Project Management: ability to identify mandatory and optional players for projects, conduct research, assist with ad hoc projects as required
• Relationship management: develop and maintain strong relationships across teams, with client counterparts and vendors
• Travel arrangements including all logistics: air, ground and rail transfers; accommodations; confirm technology/connectivity; itineraries; T&E Reports
• Information management and presentation support: edit, format and prepare presentations for meetings, ensuring proper distribution channels and maintaining utmost confidentiality; printing and binding presentations to distribute to attendees; facilitate secure and seamless information flow by ensuring who, what, when, where for all activities relating to sensitive data; maintain hard and soft filing systems
• Fielding inquiries to appropriate team members, respond to employee inquiries, and ensure timely response to urgent issues
• Assisting with and track special projects and other team assignments as needed
We expect you to have:
• 7+years administrative experience providing exceptional support to multiple individuals and frequent interaction with C-level executives
• Bachelor’s degree required
• Outstanding interpersonal and communication skills
• Exceptional organization and time management skills with great attention to detail
• Positive and collaborative attitude, assertive but flexible personality to meet the changing needs of team; highly reliable, responsible and responsive
• Appropriate professional behavior and focus
• Ability and desire to build and maintain strong relationships with team, applicable internal and external clients and vendors
• Ability to effectively manage/coordinate simultaneous projects, and successfully prioritize and multi-tasks with sound judgment; understands urgency
• Strong motivation, efficiency, pro-active and customer service orientation
• Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information of the firm
• Experience using Microsoft Office Suite including Word, Excel, Powerpoint, Outlook, and CRM databases
We’d love to see:
• Experience with Salesforce, Backstop and Bloomberg Terminal
If this sounds like you:
Apply! If we think you're a good match, we'll get in touch with you to let you know the next steps.