Executive Assistant

Job Title: Executive Assistant Total Compensation and Conditions: A range of $65,000 - $82,000 annually (based on experience) for the full-time, in-person position of Executive Assistant Complete benefits package, including: health, vision, and dental insurance, 401k contribution, 3 weeks of PTO annually, up to 12 paid holidays per year (following the NYSE calendar), and access to the Firm’s concierge doctor.

Reports To: Chief Executive Officer Primary Duties and Responsibilities: Work directly with the CEO as a strategic partner, supporting all aspects of their daily routine.

This may include personal support from time to time.Maintain the CEO’s calendar, including scheduling meetings, appointments, speaking engagements, and travel arrangements.Exercise discretion in committing time and evaluating needs.Serve as a liaison between the CEO, and Endowment Partners staff and the public.

This includes receiving and screening phone calls and visitors, answering a variety of questions with tact and diplomacy, taking messages, and directing calls appropriately for resolution.Coordinate work with other Endowment Partners staff as needed; play a key role in the coordination of staff efforts.Provide coordination, productivity management, monitoring, and communication of response for all Requests for Proposal and similar projects for prospective clients.Assist in intake and onboarding new clients including new account paperwork, opening client accounts, facilitating asset transfers, and communication with clients.Assist in the development of performance reports, presentations, proposals, PowerPoint presentations, spreadsheets, special reports, and marketing materials for internal and external audiences.Determine priority of matters of attention for the CEO; redirect matters to staff to handle, or handle matters personally, as appropriate.Keep the CEO advised of time-sensitive and priority issues, ensuring appropriate follow-up.Track progress and proactively manage follow up on any “moving parts” or “wheels in motion” activities.Handle printing, faxing, mailing of letters and packages, copying, filing, and email messages.Sort and triage mail; maintain e-mail and other address directories including the CRM system, paper and electronic filing systems.Compose and prepare letters relating to routine correspondence for the CEO’s signature.Schedule departmental meetings; assist in the preparation and distribution of meeting agendas and materials.Prepare, reconcile, and submit expense reports.Maintain confidential and sensitive information.Attend meetings and take notes of discussion; prepare the initial draft of minutes and summaries.Other additional and/or alternative duties as assigned from time to time.

Qualifications Bachelor’s degree in Business, Finance, Operations, or related field preferred.3-5 years of experience in executive administrative work, preferably in finance, professional services, or consultingStrong technology skills; familiarity with iOS operating systems, Google Workspace, Advyzon or similar CRM database, and Canva Attributes Excellent organizational abilities and keen attention to detailAbility to manage multiple priorities in a deadline-driven environmentExceptional interpersonal and communication skills, with a friendly and professional demeanor and a team-oriented mindsetComfortable working within established compliance guidelines, processes, and procedures; familiarity with financial regulations is a plusComfort working in a small, collaborative, in-person team environmentProcess-focused with a mindset for continuous improvementProactive problem solver with strong follow-through