Our client is an independent provider of customized, client-centric accounting and administrative services to private equity industry sponsors and investors. This role supports the Co-Head of their busiest area of focus.
Responsibilities:
Managing calendars of appointments and proactively identifies and solves potential scheduling conflicts
Act as “gatekeeper” for all calls, emails, and client appointments
Coordinates international and domestic travel plans, including complex arrangements
Attends meetings and takes notes for review and debrief
Prepares and compiles documents for in-office and travel-related meetings
Communicates directly, and on behalf of the Co-Head with clients and external departments
Assists in the preparation and execution of events and board meetings
Completes ad hoc projects as needed
Requirements:
Bachelor’s degree
6 years of experience supporting C-Level executives
Financial services experience a plus
Extensive corporate travel experience to include domestic and international
Ability to communicate effectively with all levels within an organization
Understanding of the importance of professionalism and confidentiality