Executive Assistant

Our client, a financial services organization is seeking a highly organized, proactive, and professional Executive Assistant to provide comprehensive support to a senior executive and the broader office team. This individual will play a critical role in managing priorities, coordinating schedules, supporting client activities, and ensuring the smooth day-to-day operation of the office.

The ideal candidate is detail-oriented, service-focused, and able to handle multiple responsibilities while maintaining a high level of professionalism and confidentiality.

Responsibilities

• Manage and coordinate the executive’s calendar, including scheduling and rescheduling client appointments.
• Help prioritize daily activities and ensure key tasks and initiatives remain on track.
• Coordinate travel arrangements, expense tracking, bookkeeping activities, and other personal administrative matters for the executive.
• Partner with the marketing team to support the planning and execution of client events.
• Answer, screen, and direct incoming telephone calls professionally.
• Respond to basic policyholder and policy benefit inquiries.
• Maintain office inventory and order supplies as needed.
• Provide administrative support to financial advisors and office staff when required.
• Assist with general office operations and special projects as assigned.

Qualifications

• Previous executive assistant/administrative experience in a financial organization.
• Proficiency with Microsoft Office and basic computer applications.
• Multi-line phone system experience preferred.
• Strong organizational skills.
• Excellent customer service and interpersonal abilities with a friendly, professional demeanor.
• Exceptional attention to detail and accuracy.
• Strong problem-solving and decision-making skills.
• Excellent written and verbal communication skills.
• Ability to work independently and take initiative.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Flexible, adaptable, and open-minded approach to changing priorities.
• Ability to work effectively with individuals at all levels of an organization.

Hours: 8am to 5pm on-site five days a week.

Salary range: $80,000 - $100,000