About the Job:

Avestix Group is seeking an experienced Executive Assistant to support our Founder and CEO, Susan Lindeque. The company is a woman-led fund manager, with a series of institutional private investment funds. This position is responsible for effectively managing the time and resources of Susan and engaging with the team members, to maximize impact on the organization. The position is accountable for enabling the team to accomplish Avestix Group' strategic priorities.

Job Summary:

A strong collaborator who cultivates curiosity, casts a positive shadow, and demonstrates strong self-awareness. Key attributes include proactiveness, ability to articulate clearly regarding concepts and expectations, diplomatic collaboration, service-oriented, and able to learn preferences and anticipate needs. Must be able to manage through ambiguity and work collaboratively with others to obtain information needed to problem-solve, meet deadlines, and provide effective and efficient support. Sense of humor, ability to stay calm under pressure, and demonstrated curiosity and enthusiasm for continuous learning in support of business and mission-critical objectives are crucial. Requires confidentiality, independent judgment, and discretion in administering information of a sensitive and

critical nature to Avestix Group with little supervision or direction. Performs advanced, diversified, and confidential duties that support the executives. Work requires broad and comprehensive experience and skills, and a thorough knowledge of organizational policies and practices.

Responsibilities:

• Acts as point person for both internal and external contacts with little to no supervision; projects a highly professional image that creates the first impression for clients and other third parties who interact with Avestix Group.
• Assumes responsibility to ensure the team meets commitments and deadlines; confirms that materials requested from others are received and requested actions are completed.
• Organizes and prioritizes large volumes of highly confidential correspondence, memos, emails, phone calls, etc.; determines what information can be answered directly, requires immediate attention of executives, or should be directed to another party within the organization.
• Proactively prepares correspondence, reports, presentations, etc. to support both internal and external initiatives.
• Assumes delegation of authority on matters of significance and evaluates current processes and recommends improvements to enhance efficiency and effectiveness.
• Prepares presentations and other needed materials for investor meetings. Works independently to execute assignments on behalf of executive.
• Participates in the development and implementation of policies and practices for the organization. Communicates directives and information from the executives to managers and others in the organization.
• Monitors calendars, arranges business travel, coordinates meeting agendas and arrangements, and tracks expenses.
• Plan and coordinate events.
• Collaborates with cross-functional teams, including Marketing, IT, Investor Relations, and outside companies and partners.

Knowledge, Skills and Experience:

• Associate or bachelor’s degree plus a minimum of 5 years of experience as an Executive Assistant providing support to senior level executives in a fast-paced environment.
• Financial services experience a plus.
• Excellent communication, analytical, organizational, project management, and interpersonal skills.
• Comfortable working with new technology systems and strong working knowledge of Microsoft Word, Excel, PowerPoint, as well as HubSpot, Dropbox, Google Workspace, Slack, Zoom and other productivity applications.
• Strong writing skills with the ability to carefully proofread and pay close attention to detail are critical.
• Applied, in-depth knowledge of business language, grammar, spelling, and punctuation with the ability to develop concise and exceptional written communications.
• A high energy, self-starter mentality with the ability to work well under pressure, thrive working under limited direction, and an attitude that no job is too challenging or too small.
• A high level of interpersonal skills to handle sensitive and confidential situations with discretion, poise, tact, and diplomacy.
• Ability to provide solutions to a variety of issues of varied scope and complexity and to prioritize and balance multiple tasks in a fast-paced, constantly changing environment.
• Ability to effectively communicate with all levels of employees; make decisions; prioritize and set direction; help aid in presentations which may be distributed to large internal and external audiences; maintain confidential information.
• In-depth knowledge of company operations, policies, and procedures.
• Demonstrated experience of working independently and collaboratively with little direct supervision.