Executive Assistant - Investment Management

Join the Investment team with a leading investment advisory and broker-dealer firm. Assist the Investment Managers with managing client investment portfolios by communicating financial solutions in an effective and articulate manner.

Job Description – Executive Assistant

An opportunity to work with an Investment Advisory and Broker-Dealer firm, serving a group of individual private clients and institutions with tailored financial solutions. We are seeking a dynamic and resourceful Executive Assistant to provide high-level support to the Managing Director and senior team in a fast-paced, entrepreneurial environment.

Position Details

Position Title: Executive Assistant

Reports To: Managing Director

Location: Port of Spain, Trinidad and Tobago

Employment Type: Full-time

Position Summary

The Executive Assistant will be a trusted partner to the Managing Director, ensuring that day-to-day operations run smoothly. The role requires strong organizational skills, excellent communication abilities, and the agility to adapt in a boutique firm setting where multitasking and initiative are highly valued.

Key Responsibilities

• Serve as the first point of contact for internal and external stakeholders.
• Prepare correspondence, briefing materials, reports, and presentations.
• Assist in organizing client meetings, board meetings, and firm events, including agendas and minutes.
• Support business development initiatives, including client follow-ups and research.
• Maintain electronic and physical filing systems and ensure proper document control.
• Assist with project management tasks and ensure follow-up on outstanding action items.
• Handle confidential matters with discretion and integrity.
• Assist with preparing client communications letters and following up with various investment related inquires.
• Manage the Director’s calendar, schedule meetings, and coordinate travel logistics.

 Qualifications & Skills

• Bachelor’s degree in Business Administration, Finance, Management, or related field preferred.
• 2+ years of experience as an Executive Assistant, preferably in a financial services or boutique firm.
• Strong organizational and time-management skills; ability to prioritize effectively.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and collaboration tools.
• Ability to work independently and exercise sound judgment.
• High level of professionalism and interpersonal skills.
• Proactive and self-motivated with an entrepreneurial mindset.
• Flexible and adaptable in a boutique, fast-paced environment.
• Strong problem-solving abilities and attention to detail.
• Confidentiality and discretion in handling sensitive information.
• Ability to build and maintain strong working relationships.

Key Competencies

Compensation & Benefits

We offers a competitive compensation package aligned with experience, opportunities for professional growth, and the chance to contribute meaningfully to a boutique firm with a collaborative and entrepreneurial culture.