Executive Assistant to The CEO - New York, United States - CastleOak Securities, L.P.

Description

CastleOak Securities, L.P.

("CastleOak") is a premier boutique investment bank focused on providing capital markets services to a broad array of corporate, governmental and institutional clients.

Headquartered in New York City, the firm specializes in primary and secondary sales and trading of fixed income, equity, and money market securities, as well as financial advisory (including M&A and private placements).

Since its founding in 2006, CastleOak has assisted its clients on public offerings totaling over $4 trillion.

CastleOak's professionals average 20 years of successful Wall Street experience and ongoing working relationships with some of the largest global corporations.

_

• We offer a competitive total rewards package including:_

- _Hybrid workplace: work from home 2 days per week_
- _Health insurance: competitive medical, dental, and vision programs_
- _Commuter benefits_
- _401(k) with a company match_
- _Charitable contribution match program for employees_
- _Company-paid life insurance, short-term and long-term disability insurance_
- _Paid time off: vacation, personal days, sick leave, etc._
- _Intentional culture celebrations and social outings_


_ Responsibilities_

• Provide highlevel administrative support for the CEO, serving as both the primary point of contact and gatekeeper for internal and external stakeholders. Build and maintain strong relationships with internal and external stakeholders, acting as a liaison between the CEO and various parties.
• Manage the CEO's complex and dynamic calendar, scheduling appointments, creating meeting agendas and documents, and setting up video conferences, meetings, town halls, and events. Proactively anticipate and solve scheduling conflicts, looking days in advance for ways to optimize time and efficiency. Prioritize commitments, and ensure efficient use of the CEO's time, rather than just slotting in meetings to openings.
• Keep CEO on track during the day, setting up video calls in advance, printing meeting materials, and informing attendees of delays or changes in the moment (and rescheduling as needed)
• Coordinate travel arrangements for the CEO
• Handle the CEO's complex expenses
• Coordinate executivelevel events, functions, and engagements, including quarterly management meetings
• Oversee coordination of firmwide events, including the annual holiday party and summer event, delegating tasks as appropriate
• Manage logistics for visitors, including arranging catering for meetings, room setup, equipment, and participant invitations
• Maintain an organized and uptodate filing system for documents, records, and confidential information
• Prepare and distribute departmental reports; ensure approvals and signatures are secured in a timely manner
• Handle sensitive and confidential information with the utmost discretion and professionalism
• Provide light support work, including calendar and phone, for the Chief of Staff
• Complete any reasonable projects or tasks as requested by CEO or his Chief of Staff

_ Required Qualifications_

• Bachelor's degree
• 510 years' experience as an Executive Assistant or similar role supporting Clevel executives, preferably in the banking or consulting sectors
• Exceptional organizational skills and the ability to multitask and ruthlessly prioritize
• Excellent written and verbal communication skills, with exceptional attention to detail
• Proficient in using productivity tools and software, including MS Office suite (Outlook, Word, Excel, PowerPoint)
• Professional discretion to handle confidential information, highest levels of integrity. Discretion and the ability to maintain strict confidentiality
• Flexibility to adapt to changing priorities and work in a fastpaced, deadlinefocused environment
• EXCELLENT attention to detail, with a healthy amount of selfmotivation to get things done correctly
• Strong interpersonal skills and the ability to work with individuals at all levels of the organization
• Strong work ethic coupled with a sense of urgency around completing tasks
• Resourceful and proactive, with the ability to complete a high volume of tasks and project independently
• A "can do" attitude

_ Preferred Qualifications_

• Project management experience
• Technology savvy
• The desire to make improvements on existing processes

Salary:
$110-125K

Eligible for end of year discretionary bonus


Location:
New York, NY


Travel:
N/A

• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, marital status, medical condition (including pregnancy and related conditions), physical or mental disability, protected veteran status, and/or any other characteristic protected by law._