Administrative Assistant

Excel Partners

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Greenwich, CT, us on site Until 8/21/2026 First posted March 22, 2025 Last posted March 22, 2025
Job description

Our client is currently seeking an Administrative Assistant to support the Investor Relations team.  This position offers a strong base salary, bonus, and excellent benefits.

 

 

 

 

 

 

 

 

· Heavy meeting scheduling

· Responsible for tracking investor calls, meetings, prospect mail box and other departmental processes

· Preparing meeting materials

· Travel arrangements

· Multiple phone line coverage

· Assist with planning and execution for both internal and client events

· Scanning, filing and organizing various documents

· Preparing expense reports for the department

· Assistance with ad-hoc projects

· 2-5 years of solid administrative experience with track record of professional success; financial services

experience strongly preferred but not essential

· BA/BS preferred with solid academic performance

· Knowledge of Microsoft office products with emphasis on Outlook

· Exceptional organizational skills and attention to detail

· Experience with event planning is highly preferred

· Ability to maintain process and meet deadlines

· Excellent judgement and someone who takes pride in their work

· Maturity and high degree of professionalism

All your information will be kept confidential according to EEO guidelines.

About this role

Summary

Support investor relations team with scheduling, document prep, event planning, and administrative tasks.

Job title

Administrative Assistant

Experience level

2-5 years

Industry

financial services

Location requirements

Greenwich, CT, US; on-site preferred

Salary

Not specified

Management role

No

Skills & keywords

Required skills

Microsoft OfficeOutlookorganizationattention to detailprofessionalism

Preferred skills

event planningfinancial services experience

Specializations

meeting schedulingevent planningdocument organizationtravel arrangements
Locations

Structured locations inferred from the posting.

Greenwich, CT, USA

On-site City