Executive Assistant

About the Role

Two managing directors at Bluepeak Financial need their days to run without friction, and that job is yours. You will manage calendars across New York, London, and Hong Kong, run point on investor-meeting logistics, and proof board decks before they reach the room. Discretion is the whole job here; everything else is craft.

What You'll Do

• Own two demanding calendars across three time zones, resolving conflicts before either executive sees them
• Coordinate investor-meeting logistics end to end, including rooms, guest registration, materials, and follow-ups
• Book domestic and international travel and submit expense reports in Concur on a twice-monthly cadence
• Proof board decks and investor materials for accuracy, formatting, and version control before distribution
• Prepare daily briefing packets with agendas, attendee bios, and prep notes for the next day's meetings
• Screen and prioritize meeting requests from clients, investors, and internal teams
• Handle sensitive client and deal information with zero leakage, inside the firm and out

What You'll Bring

• 5+ years supporting senior executives, with at least 2 in financial services or another regulated industry
• Advanced Outlook calendar management, including recurring conflicts across multiple time zones
• Hands-on experience with Concur for both travel booking and expense reporting
• Sharp proofreading eye for PowerPoint decks and client-facing documents
• Proven record of handling confidential information with sound judgment
• Flexibility for occasional early or late coverage when London or Hong Kong meetings require it
• Comfortable working on-site five days a week in Midtown Manhattan

Nice to Have

• Prior support of investor relations or capital-raising teams
• Experience running boardroom AV and Zoom Rooms setups
• Working knowledge of Salesforce or a comparable CRM
• Notary public license

Benefits & Perks

• Medical, dental, and vision coverage
• 401(k) with 5% match
• 20 PTO days plus market holidays
• Pre-tax commuter benefits

About the Employer

Bluepeak Financial is a wealth-management and fintech firm of roughly 800 people, headquartered in New York. The firm pairs advisory teams with in-house technology to serve high-net-worth clients and institutional partners.