Senior Administrative Assistant/Executive Assistant, Investment Management

About the position

We are seeking a highly organized and proactive Senior Administrative Assistant or Executive Assistant to support the Investment Management Development team. This role is central to keeping the team running smoothly—managing complex schedules, coordinating events, and ensuring seamless execution across a variety of priorities.

Investment Management This role sits within Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.

Responsibilities

• Provide support for VP and additional team members when needed, primarily with social events, travel, team meetings and adhoc project support
• Manage complex, high-volume calendars for and across multiple time zones
• Coordinate internal and external meetings, including travel planning, logistics, event coordination and materials
• Track and manage follow-ups from leadership communications and meetings
• Maintain accurate records of contacts, relationships, and introductions in internal systems
• Partner across teams to support projects and improve operational processes
• Help organize and prioritize client and team activities to ensure deadlines are met
• Process expense reports and provide general administrative support

Requirements

• 3+ years of experience supporting multiple stakeholders in an administrative or executive assistant capacity
• Experience managing complex calendars and scheduling across time zones
• Ability to adapt quickly in a fast-paced, evolving environment
• Experience collaborating across teams and functions
• Proficiency with Microsoft Outlook
• Strong communication skills and ability to handle sensitive information with discretion
• Candidates are expected to be fluent in using AI tools to enhance their work.
• Candidates must be prepared to speak in depth about their experience and contributions in their own words.

Nice-to-haves

• experience with customer relationship management tools is a plus
• Familiarity with AI tools and an interest in using them to improve workflows and productivity

Benefits

• discretionary bonus
• health insurance
• other perks