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CG

Career Group

via Bright Finance Institute

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Executive/Personal Assistant - Senior Executive, Investment Firm at Career Group Great Neck, NY

Great Neck, NY
Full-time
Posted 12/8/2025
Verified Source
Key Skills:
Microsoft Office Suite (Outlook, Word, Excel)
Calendar Management
Communication Skills

Compensation

Salary Range

$115K - 115K a year

Responsibilities

Supporting a senior executive with calendar management, communication, travel arrangements, and personal tasks.

Requirements

10+ years of personal/executive assistant experience, proficient in Microsoft Office, excellent communication skills, experience in professional services.

Full Description

Executive/Personal Assistant - Senior Executive, Investment Firm job at Career Group. Great Neck, NY. Job Description Job Description Personal /Executive Assistant – Senior Executive, Investment Firm A wonderful, long-standing professional services firm in Great Neck Long Island is seeking an Personal Assistant to support a senior executive of the firm, working out of their corporate office. up to $115k base DOE (exempt) + discretionary bonus + benefits! The firm offers a collaborative company culture with amazing tenure among its employees. Seeking someone team oriented, proactive, organized, a critical thinker/inquisitive mind, and tech savvy! Typical hours are 9am-5pm, the firm is currently on a hybrid schedule 4 days in office/1 remote Responsibilities include but aren’t limited to: • Management of personal & business calendars - scheduling meetings and prioritizing the executives time. • Answering all phone calls and emails with the utmost professionalism • Scheduling meetings, appointments, booking travel (flights, accommodations, itineraries, etc), dinners etc. • Handling all expense reports on behalf of the executive • Personal work include tax filings, gifting, donations, coordinating with personal staff and properties Requirements: • Excellent written and verbal communication skills • Proficient in Microsoft Office Suite (Outlook, Word, Excel). • 10+ years of personal/executive assistant experience, preferably in finance, legal, professional services • One must have demonstrated personal assistant experience You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

This job posting was last updated on 12/12/2025

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