EA to CIO
Job Description
Executive Assistant to CIO
Park Ridge, IL
Full-Time | On-Site
$120,000-$140,000 plus performance based bonus
Are you an exceptional Executive Assistant who thrives in a fast-paced, high-performance environment? Do you enjoy staying one step ahead, managing competing priorities with ease, and supporting senior executives at the highest level?
We are seeking a polished, highly organized, and discreet Executive Assistant to support three members of an Executive Team within a leading private investment organization serving ultra-high-net-worth clients. This is a high-impact role for someone who takes pride in creating order from complexity and enjoys being a trusted partner to senior leadership.
The Opportunity
Working at the heart of a dynamic and entrepreneurial business, you'll be responsible for ensuring three executives operate at maximum effectiveness. From managing complex schedules and global travel to preparing for high-profile meetings and keeping daily operations running seamlessly, you'll become an indispensable member of a collaborative and high-performing team.
This role is ideal for someone who is proactive, calm under pressure, exceptionally organized, and naturally anticipates what needs to happen before being asked.
Key Responsibilities
Executive Support
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Manage complex calendars for three executives, balancing internal meetings, client commitments, board responsibilities, and personal appointments.
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Anticipate scheduling conflicts and proactively prioritize competing demands.
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Coordinate detailed domestic and international travel, including flights, hotels, ground transportation, dining reservations, and comprehensive itineraries.
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Prepare and reconcile expense reports, corporate credit card statements, and reimbursements accurately and on time.
Client & Meeting Coordination
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Act as a professional first point of contact for clients, business partners, and external advisors.
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Prepare meeting agendas, presentations, reports, and follow-up materials in partnership with internal teams.
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Ensure executives are fully prepared for meetings with all relevant documentation and briefing materials.
Office Operations
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Oversee the day-to-day running of the office, including vendor relationships, office supplies, equipment, mail, and visitor hospitality.
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Support firm-wide initiatives, operational improvements, and special projects.
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Help maintain a polished, efficient, and welcoming office environment.
About You
You are a career Executive Assistant who enjoys supporting senior leaders in a professional services, financial services, family office, legal, or similarly high-touch environment. You are resourceful, adaptable, and comfortable juggling multiple priorities while maintaining exceptional attention to detail.
You'll ideally bring:
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5+ years of Executive Assistant experience supporting senior executives.
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Experience supporting multiple executives simultaneously.
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Outstanding organizational, communication, and relationship management skills.
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A calm, solutions-oriented approach under pressure.
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The ability to work on-site full-time in Park Ridge, IL, Boston, MA, or Salt Lake City, UT, with occasional flexibility outside standard business hours when required.
Preferred Experience
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Wealth management, financial services, private banking, or family office experience.
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Experience using Asana or similar project management software.
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Confidence using AI productivity tools such as Claude for drafting, research, and meeting preparation.
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Notary Public certification, or willingness to obtain one.