Senior Administrative Assistant/Executive Assistant, Investment Management

ICONIQ•Palo Alto, CA

1d•Hybrid

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.

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

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

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