Rod & Staff Recruitment

Executive Assistant

A leading US-based financial services firm is seeking a team assistant in our Hong Kong office to support a team of portfolio managers. The mandate of the role is to leverage the investors’ time, and the ideal candidate would be an organized, proactive professional who enjoys multi-tasking in a busy team environment.


  • Proactive calendar management and extensive logistical coordination of meetings with various constituencies (e.g. setting up internal & external conference calls/meetings, logistical planning.
  • Diligent telephone coverage with gate-keeping expectations.
  • International travel itineraries and arrangements including travel visa coordination.
  • Organizing corporate investor conferences and roadshows.
  • Completing expense reports, handling daily mail, file systems, and coverage of phone lines.
  • Producing various materials including daily reports, market data information, meeting prep packets, research materials, etc.
  • Helping to coordinate the production of presentation books, including collating and binding presentations.
  • Arranging and orchestrating client meeting materials, daily reports, market data information, meeting prep packets, research materials, etc.
  • Providing back-up for other department support positions as needed.
  • Assisting with ad-hoc projects or other duties as assigned.


  • 5-15 years of experience, preferably in financial services and/or professional services background.
  • Intellectual curiosity and willingness to learn.
  • Advanced proficiency in MS Office (Word, Outlook, Excel, & PowerPoint). Knowledge of Bloomberg, Factset, and/or desk-top publishing tools will be an advantage.
  • Effective interpersonal and communication skills.
  • High level of reliability, professionalism, and discretion.
  • Strong team ethic and ability to work independently.
  • Outstanding service orientation and proactive problem-solving skills.
  • Excellent organizational, multi-tasking, and prioritization abilities.
  • Strong detail orientation and work quality.
  • Ability to work under pressure, tight deadlines, and to accommodate last-minute changes.
  • Positive, flexible, and can-do attitude.
  • An undergraduate degree is strongly preferred.
  • Language fluency in English and Cantonese is required; fluency in Mandarin will be viewed favorably.
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