Executive Assistant - Investments (Boston)

Executive Assistant – Investment Team Support

A well-known financial services firm is seeking an Executive Assistant to support a team of investment professionals. 

This is a highly visible role in a fast-paced environment where you'll partner closely with senior investment professionals to keep priorities moving, manage complex logistics, and provide seamless administrative support.

Compensation: $85,000-95,000 annually 
*Onsite 4 days/week 

Responsibilities:

• Manage complex calendars and coordinate meetings across multiple stakeholders
• Arrange domestic and international travel and prepare detailed itineraries
• Organize meeting materials, presentations, and other business documents
• Process expense reports and maintain organized administrative workflows
• Build strong relationships with internal and external stakeholders
• Provide backup support for other Executive Assistants and assist with special projects
• Leverage AI, automation, and technology to streamline processes and improve efficiency

Qualifications:

• 3+ years of executive or administrative support experience in a fast-paced professional services environment
• Experience supporting multiple executives with complex scheduling and competing priorities
• Advanced Microsoft Office skills (Outlook, Teams, Excel, PowerPoint, OneNote); experience with AI tools is a plus
• Exceptional organization, attention to detail, and follow-through

For immediate consideration, please reach out directly to Kelly Lucey at klucey@daleyaa.com