Executive Assistant

About Our Client

Our client is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. They unify portfolio, market, and client data in a total portfolio view and deliver AI-powered insights within investment and client workflows. Over 1,400 firms in nearly 60 countries utilize their platform to manage and advise on almost $9 trillion in assets. Their open platform integrates with nearly 650 software, data, and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. The organization supports clients worldwide with offices in multiple global locations.

About The Role

The Executive Assistant to the Chief Client Officer (CCO) provides high-impact, strategic administrative support at a late-stage, pre-IPO company. As the CCO’s primary partner, this role is critical in managing executive priorities, coordinating complex client-facing schedules, and ensuring effective communication across a rapidly evolving global organization.

This role demands a proactive professional who thrives in a fast-paced environment and can balance technical administrative excellence with a high degree of "client-first" emotional intelligence. The individual will act as a trusted liaison between the CCO and internal teams, global clients, and external partners, serving as a force multiplier for the CCO’s leadership and impact.

Key Responsibilities

• Strategic Calendar & Travel Management: Provide comprehensive support, including complex internal/external calendaring across international time zones. Coordinate domestic and international travel with detailed itineraries and real-time adjustments.
• Client Relations & Liaison: Act as a strategic gatekeeper and primary liaison for the Executive Office. Contribute to the organization’s reputation through professional, friendly, and respectful interactions with clients, board members, and investors.
• Meeting & Event Coordination: Plan and support executive-level meetings, leadership offsites, and client events. Attend select meetings to capture notes, identify follow-up items, and ensure deliverables are met.
• Cross-Functional Collaboration: Partner with the US-based leadership team and administrative community to improve communication, streamline processes, and drive office culture.
• Communications & Materials: Draft and prepare executive communications, presentations, and briefing documents. Use Google Slides/PowerPoint to refine and integrate existing presentations for client or board meetings.
• Project Management: Support high-priority initiatives by tracking action items, managing special projects, and ensuring alignment across the client-facing organization.
• Discretion & Efficiency: Handle highly sensitive, confidential information with absolute professionalism. Proactively identify solutions to challenges before they escalate.

Required Qualifications

• Experienced: 6+ years of experience supporting C-suite leaders, preferably in a high-growth, late-stage startup, finance, or client-facing environment.
• Adaptable: Proven ability to operate effectively in fast-paced, ambiguous, and constantly changing environments with a calm, solutions-oriented approach.
• Communication Pro: Exceptional written and verbal communication skills; adept at working with various personality types and leadership styles.
• Organized & Detail-Oriented: Meticulous attention to detail with the ability to prioritize multiple assignments and change direction quickly.
• Tech-Savvy: Advanced proficiency with Google Workspace (Docs, Sheets, Slides), Slack, Zoom, and ideally Salesforce or similar CRM tools.
• Strategically Minded: Demonstrated sound judgment and executive presence, with the ability to influence and "push back" thoughtfully when necessary.
• Collaborative: A team player who enjoys building community and working across international time zones to support a global mission.

Key skills/competency

• Executive Support
• Calendar Management
• Travel Coordination
• Client Relations
• Meeting Planning
• Google Workspace
• Project Coordination
• Confidentiality
• Communication Skills
• Proactive Problem-Solving