Executive Assistant at Stronghold Investment Management

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, FinanceIndustries

Requirements

Bachelor’s degree preferred or relevant work experience
2-6 years of experience as an Executive Assistant, Business Manager, Program Manager, or related function
Experience supporting C-level suite in the financial services and/or investment management industry preferred
Very strong attention to detail and exemplary follow-up skills
Executive presence and strong interpersonal skills
Experience working with Microsoft Excel
Prior budgeting experience preferred

Responsibilities

Manage expenses, compile, and submit expense reports in a timely manner
Cover telephones to respond to internal and external inquiries, properly route calls, and take detailed messages for executives
Manage scheduling and calendaring; proactively calendar communications
Coordinate complex travel arrangements and itineraries for business and personal trips (e.g., air travel, accommodations, meals, and transportation)
Organize one to two investment meetings per month (e.g., meals, communication, attendees, and other logistics as necessary)
Manage and maintain facilities needs
Coordinate the administration of investment documents for opening, closing, or changing investments
Coordinate financial, legal, tax or other documents and filings
Administrative duties, including but not limited to, sorting incoming mail, doing outbound mailing, faxing, and managing/routing incoming calls and emails
Manage calendars for personal commitments, coordinate with family on meetings, engagements, personal appointments, and philanthropic activities
Work closely and often with family members to stay abreast of upcoming commitments, responsibilities, and priorities
Proactively organize various estate logistics with property staff; coordinate payment of property staff
Manage private plane servicing and maintenance, payments, and trip requests
Manage personal bank accounts, account transfers, tax documentation and mailings for quarterly filings, and communicate heavily with accountant
Assist in the administrative operations (scheduling, bank transfers, guest management, etc.) of any collective business ventures of Executive Committee members
Plan special events, manage projects, and make miscellaneous purchases as needed
Manage insurance and claim submissions for two executives and their families
Maintain business and personal contacts

Skills

Expense Management

Calendar Management

Travel Coordination

Telephone Coverage

Event Organization

Facilities Management

Document Administration

Scheduling

Mail Handling

Communication

Stronghold Investment Management

Invests in real assets and private markets

About Stronghold Investment Management

Stronghold Investment Management offers a resourceful investing system focused on real assets and private markets, leveraging deep technical expertise and cross-functional collaboration. The company pursues opportunistic investments in energy and natural resources, managing investments through their life cycle using a technology-driven, vertically integrated approach.

3811 Turtle Creek Blvd #1300, Dallas, TX 75219, USAHeadquarters

2016Year Founded

VENTURE_UNKNOWNCompany Stage

Venture CapitalIndustries

51-200Employees