Description

Headquartered in Chicago, Performance Trust Capital Partners, LLC is the largest independent full-service investment bank focused on community depository institutions and a leading partner for banks, credit unions, insurance companies, hedge funds, and asset managers. As a 100% employee-owned company, we are unified under a singular purpose: helping our clients manage the full lifecycle of their institutions by making better, more confident decisions and expanding strategic alternatives through enhanced financial performance and good regulatory standing.

The Executive Assistant provides high-level administrative support to the Partner & Senior Managing Director while also supporting integration and coordination within his team. This role requires strong problem-solving abilities, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced environment.

Requirements

Duties & Responsibilities

• Provide strategic and administrative support to the executive, managing daily operations with professionalism and discretion

• Manage internal team interactions, firmwide relationships, and external contacts

• Assist with bookkeeping and accounting-related tasks

• Create, edit, and maintain spreadsheets and presentations

• Schedule and coordinate internal and external meetings, including logistics, conference calls, and catering

• Maintain and manage detailed calendars, prioritize meeting requests, and resolve scheduling conflicts

• Prepare and submit accurate and timely expense reports

• Handle a moderate volume of telephone calls professionally and efficiently

• Perform ad hoc personal and professional tasks to ensure the Managing Director’s efficiency and focus

• Monitor email communications and identify actionable items requiring follow-up

• Coordinate and book domestic and international travel

• Support personal administrative needs, including subscription agreements, tax preparation, and LLC management

Qualifications

• Bachelor’s degree required

• 7-10+ years of experience supporting a C-suite or Managing Director-level executive, preferably in investment banking, private equity, asset management, or a similar finance setting

• Advanced proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint); familiarity with collaboration tools (e.g., Teams)

• Strong problem-solving and analytical skills

• Highly self-motivated with the ability to work independently and take initiative

• Consistently demonstrates integrity, excellence, teamwork, and results in all interactions

• Handle confidential information and sensitive materials with discretion and sound judgment

• Excellent verbal and written communication skills; confident interacting with investors, clients, and senior stakeholders

• Ability to perform under pressure and meet tight deadlines while maintaining accuracy

Featured Benefits

Medical

Dental

Vision

Health and Wellbeing

Prescription Drug Plans

Voluntary Life Insurance + Long term disability insurance

PT Retirement

Mission Driven Employee Stock Ownership Plan

Stability

Pre-Tax Commuter benefits – Transit & Parking

Lifestyle

Discounted Fitness memberships

Lifestyle Management – Tobacco Cessation & Weight Management

Vacation/Personal Days + Holidays

Pre-tax Flex Spending Account (FSA) and Health Savings Account (HSA)