Investor Services Assistant

$135,000 - $135,000/Yr

Beacon Hill Staffing Group - New York, NY

Full-time - Mid Level

Hybrid - New York, NY

Administrative and Support Services

About the position

The Investor Services Assistant will support three team members at a global investment firm in New York City. This hybrid role requires the assistant to work four days in the office and one day remotely, with hours from 8am to 6:30pm. The position involves managing schedules, travel arrangements, and various administrative tasks to ensure smooth operations within the team.

Responsibilities

• Manage Outlook to schedule all meetings and conference calls
• Book itineraries for a high volume of domestic and international travel
• Prepare materials and create memos/daily email for the team
• Act as a gatekeeper and review NDAs
• Submit and manage expense reports and generate both physical and digital files
• Maintain a CRM, updating documents and client information

Requirements

• Bachelor's Degree Required
• 5-10+ years of EA experience; must have hedge fund or banking experience
• Investor relations experience is a plus
• Experience using a CRM
• Excellent written and communication skills

Benefits

• Up to $135K base depending on experience + overtime + bonus
• 100% company paid medical benefits
• 3 weeks' vacation
• Free lunch every day