Job Description
The Windfall is partnering with a Private Equity firm that is seeking to hire an Executive Assistant. This is working at their midtown, Manhattan office which is HQ for the Americas. You will be joining the already established PWM team while continuing to be an integral part of its growth. The team works extremely hard, contributes to the entire firm, has a team oriented training program and keeps a positive atmosphere. You will be supporting the Private Wealth Management Client Relations team while reporting into and supporting the Managing Director of Product. The PWM CR team delivers the firm’s purpose driven investment strategies to Private Wealth firms and their advisors and helps to drive commitments from end clients with PWM firm advisors and home office sales teams, Private Wealth Firms encompass large private banks, wire house/broker dealers, custodians, and registered investment advisors. PWM coverage will also include single and multi-family offices. This role is working in the office Monday-Thursdays, WFH Fridays from 8:30am-5:30pm with the flexibility for overtime.
RESPONSIBILITIES REQUIREMENTS
3+ years of EA experience in finance, consultancy or tech
Experience and interest in;
Travel and logistic coordination (domestic and international)
Heavy calendar management
Working with databases
Work in an international environment
Communicating with executives
Experienced computer user: Slack, Gmail, Google Calendar, Dropbox, Salesforce, PowerPoint, Excel, Word
Team-minded approach to tasks and projects
Ability to multi-task and prioritize/re-prioritize as needed
Service minded with a ”can do” attitude
Focus on quality and a strong attention to detail
Flexible style and the ability to seek solutions both independently and as part of a team
Capable and driven to take initiatives
Sound commercial judgment
Strong communication skills
Strong interpersonal skills (heavy coordination across business lines)
PACKAGE
$115,000 Base Salary
Discretionary Bonus Based on Individual & Firm Performance
100% Covered Benefits
4% 401k Match
iPhone & Laptop
Commuter Benefits
Breakfast, Lunch & Snacks Provided Daily
#ZR
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