Executive Assistant

Posted 7 Days Ago
New York, NY
In-Office
100K-130K Annually
Senior level
Financial Services
The Role
The Executive Assistant provides high-level administrative support to senior executives, coordinating communications, managing calendars, and overseeing travel plans and documentation within Salesforce CRM.
Summary Generated by Built In

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. 

Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

Position Summary

Brown Advisory is seeking an experienced, highly capable Executive Assistant to join our New York office. This is a senior-level role designed for a seasoned administrative professional with a demonstrated track record of supporting senior executives and partnering effectively with leadership teams.

The Executive Assistant will serve as a trusted partner to the Chief Investment Officer for Private Client, Endowments and Foundations and the Head of the Investment Solutions Group, providing high-level administrative, organizational, and strategic support.

The successful candidate will bring strong professional judgment, exceptional organizational skills, and the maturity required to manage sensitive and confidential matters in a fast-paced, client-focused investment environment.

Key Responsibilities

  • Act as a primary point of contact for senior executives, coordinating communications across internal stakeholders, senior management, and external clients with professionalism and discretion.

  • Proactively anticipate the needs of the Chief Investment Officer and Head of the Investment Solutions Group, enabling them to focus on strategic priorities.

  • Manage complex calendars, schedule meetings across multiple time zones, coordinate domestic and international travel, and prepare and submit expense reports for multiple senior team members.

  • Serve as an effective gatekeeper by prioritizing requests, managing competing demands, and minimizing distractions while ensuring timely follow-through.

  • Maintain accurate and timely documentation of client and prospect interactions within Salesforce CRM.

  • Prepare meeting rooms, coordinate conference calls, and ensure technology and presentation materials are ready and functioning properly.

  • Provide reception and front-desk coverage as needed, including greeting clients and guests, managing deliveries, and supporting New York office events.

  • Build and maintain strong working relationships with colleagues, executives, and external partners.

  • Independently manage tasks from initiation through completion, exercising sound judgment and proactively seeking guidance when appropriate.

  • Support special projects as assigned, including preparation of meeting materials, annual client gifting, and ad hoc initiatives.

  • Uphold the highest standards of confidentiality, professionalism, and integrity at all times.

Desired Qualifications and Characteristics

  • Minimum of 7+ years of experience as an Executive Assistant supporting senior executives or C-suite leaders; experience supporting multiple executives strongly preferred.

  • Prior experience in financial services, investment management, or a professional services environment preferred.

  • Demonstrated ability to operate as a trusted partner to executives, exercising discretion, sound judgment, and confidence in decision-making.

  • Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint) and the ability to quickly learn firm-specific systems and tools (e.g., Salesforce).

  • Exceptional organizational and time-management skills, with the ability to manage multiple priorities and shifting deadlines while maintaining meticulous attention to detail.

  • Strong written and verbal communication skills, with a polished, professional presence.

  • Proactive, solutions-oriented mindset with a willingness to improve processes and workflows.

  • High level of emotional intelligence, professionalism, and interpersonal skills when working with senior leaders, clients, and colleagues.

  • Ability to work in the New York office five days per week.

Salary Range: $100-$130k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
•    Medical
•    Dental
•    Vision
•    Wellness program participation incentive
•    Financial wellness program
•    Fitness event fee reimbursement
•    Gym membership discounts
•    Colleague Assistance Program
•    Telemedicine Program (for those enrolled in Medical)
•    Adoption Benefits
•    Daycare late pick-up fee reimbursement
•    Basic Life & Accidental Death & Dismemberment Insurance
•    Voluntary Life & Accidental Death & Dismemberment Insurance
•    Short Term Disability
•    Paid parental leave
•    Group Long Term Disability
•    Pet Insurance
•    401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

Top Skills

MS Office
Salesforce
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Baltimore, MD
911 Employees
Year Founded: 1993

What We Do

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, Frankfurt, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 42 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm.

Mutual Fund Website: https://www.brownadvisory.com/mf
Social Media Disclosures: https://www.brownadvisory.com/us/social-media-disclosures

Similar Jobs

Sprout Social Logo Sprout Social

Executive Assistant

Marketing Tech • Social Media • Software • Analytics • Business Intelligence
Easy Apply
Remote or Hybrid
US
1400 Employees
92K-139K Annually

BlackRock Logo BlackRock

Executive Assistant

Fintech • Information Technology • Financial Services
In-Office
New York, NY, USA
25000 Employees
90K-160K Annually

Citadel Securities Logo Citadel Securities

Executive Assistant

Information Technology • Software • Financial Services
In-Office
New York, NY, USA
1900 Employees
90K-150K Annually

Metropolis Technologies Logo Metropolis Technologies

Executive Assistant

Artificial Intelligence • Computer Vision • Machine Learning • Payments • Real Estate • PropTech
Easy Apply
In-Office
New York, NY, USA
23100 Employees
95K-115K Annually

Similar Companies Hiring

Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
70 Employees
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account