Job Description

Personal Assistant – Great Neck Investment Firm – $80k-$90k

An investment firm in Great Neck is seeking a highly organized, detail-oriented, and proactive Personal Assistant to provide comprehensive support to a Senior Executive. This role requires exceptional communication skills, discretion, and the ability to manage a wide range of business and personal responsibilities efficiently.

This is a 9am-5pm-ish position with the ability to work from home on occasional Fridays. While this is not a 24/7 EPA position, there may be times where this executive will reach out for assistance after hours - this is the exception and not the norm.

This executive is a well liked, salt of the earth type of person, and very approachable.

Responsibilities:

• Oversee and coordinate personal and business schedules, appointments, meetings, and travel logistics. Manage email and phone correspondence with professionalism.
• Handle expense tracking, review and process billing, tax documents, and donations while liaising with external financial and legal teams.
• Act as the primary liaison for private staff and contractors, ensuring timely maintenance and project execution. Schedule home repairs and service appointments.
• Maintain private records for medical claims, household staff payroll, and vehicle documentation.
• Manage technical related requests and troubleshoot issues.
• Organize and maintain business and personal files, review mail, and ensure timely execution of high-priority tasks.
• Provide assistance across various business ventures, investments, and partnerships as needed.

Qualifications:

• 3+ years of experience as a personal assistant, preferably supporting senior executives in a corporate or private environment.
• Ability to effectively manage multiple calendars, schedules, and priorities, both for personal and executive matters.
• Demonstrated ability to handle sensitive information with the utmost discretion and maintain confidentiality at all times.
• Excellent written and verbal communication skills, with the ability to interact professionally with individuals at all levels, both internally and externally.
• Proactive mindset with the ability to anticipate needs, problem-solve, and take initiative in a fast-paced and dynamic environment.
• Willingness to adapt to changing priorities, schedules, and responsibilities, with the ability to remain composed under pressure and maintain a positive attitude.

Compensation: $80k-$90k plus OT, Bonus and Strong Benefits

The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.

Please send your resume for immediate consideration to: bsedita@adviceny.com

If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!

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