Executive Assistant and Director of Client Relations

3 weeks ago

New York, United States M&A Advisory Firm - Private Markets Investment Sector (PE, credit, RE, Infrastructure) Full time

Title / Role

Director of Client Relations & Executive Assistant to Managing Partner

 

Location 

New York City

 

Company

Advisory firm focused on founders of private equity and other private investment firms, globally

 

Overview

The central role is to assist the Managing Partner on general executive assistant responsibilities and special projects, with a focus on building relationships with clients and, importantly, prospective clients. This is an opportunity to engage directly with prominent founders of private equity, real estate and infrastructure investment firms. 

 

Key Responsibilities

  • Develop friendly relationships with clients and prospects when scheduling calls/meetings
  • Collaborating with Managing Partner and marketing team to develop new client prospects*
  • Initiating outbound emails/calls to schedule new client prospects with Partners*
  • Enter and maintain updated contacts and call notes in Microsoft Dynamics (the CRM)
  • Assist in organizing the Managing Partner’s “To Do’s” and project/task deadlines
  • Arranging travel, breakfast/lunch/dinner meetings, and entertainment (sports/shows, etc.)
  • Interface between Managing Partner and support staff to advance workflow operations
  • Point for external partnerships (bookkeeper/audit/tax, legal, and business partnerships)
  • Coordinating company events
  • Monitoring and ordering office supplies for presentations, copier, etc.
  • Manage to completion a variety of daily tasks, as requested

 

Competencies and Experience

  • Thrives on building friendly, professional relationships with clients and their assistants
  • Dependability and initiative - Take responsibility for consistency and self-directed work
  • Discipline - Initiating outbound emails/calls to schedule meetings (2 hours daily)*
  • Planning/Organizing - Prioritize and plan work activity; goal oriented
  • Problem Solving - Identify and resolve problems independently
  • Verbal/Written Communication - Communicate clearly and effectively
  • Leadership - Exhibit confidence in self and others; Inspire and motivate others
  • Technical Skills – Microsoft, including Dynamics, willing to learn QuickBooks accounting
  • Team building - Working with colleagues to build a positive culture in every interaction

 

Outreach role*

An essential and highly value-added element of the position is to work with the Managing Partner and the firm’s marketing team to develop a list of potential client prospect and dedicate a limited amount of time daily in emailing and calling the leaders of these firms and their assistants to schedule meetings with the Managing Partner.  This outreach is tracked with thoughtful call notes in the Microsoft Dynamics CRM.  Compensation beyond market standard executive assistant pay will be awarded for productivity in this key activity.

 

Mindset

This is a new firm led by highly experienced partners.  The ideal candidate will have an interest in building a firm in an exciting business sector by complementing the partners professional relationships with meaningful professional relationships of their own over time. There is substantial upside in development and career advancement opportunities for dedicated professionals. For the right, conscientious person we are open to job sharing to accommodate life circumstances.

 

Culture

We believe in dedication to successful client outcomes, with merit-oriented rewards, in a fun, interesting and collaborative environment.  We intend to recruit and develop people seeking professional and personal growth.


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