Executive Assistant - Financial Services

Our client, a well-known financial services company, is seeking an Executive Assistant with experience supporting executives within the financial services industry.

Key Responsibilities

• Manage calendars, scheduling priorities, and meeting coordination for the Head of Israel Investment Banking and other team members as needed
• Coordinate internal and external meetings involving clients, investors, colleagues, and senior executives across the United States, Israel, and other international locations
• Schedule meetings, conference calls, and video conferences across multiple time zones, with particular attention to coordination between New York and Israel
• Coordinate domestic and international travel, including flights, hotels, ground transportation, travel itineraries, and related logistics
• Support client meetings, conferences, roadshows, team events, and other Israel-related business activities
• Process expense reports and maintain administrative records, contact lists, and team materials
• Coordinate conference rooms, visitor registration, building access, catering, technology, and other meeting logistics
• Prepare, edit, organize, and distribute presentations, meeting materials, itineraries, and correspondence
• Assist with onboarding, offboarding, and other team administrative needs when required
• Coordinate closely with other Executive Assistants and internal departments to ensure seamless support and communication
• Anticipate needs, help manage scheduling and travel logistics, and proactively address administrative challenges as they arise
• Maintain the highest level of discretion when handling confidential client, transaction, and employee information
• Provide additional administrative and operational support to the Israel Investment Banking team as needed

Qualifications

• Previous Executive Assistant experience is preferred, particularly within investment banking, financial services, professional services, or another fast-paced corporate environment
• Excellent organizational and time-management skills
• Strong attention to detail and the ability to manage multiple competing priorities
• Excellent written and verbal communication skills
• Ability to work independently, take initiative, anticipate needs, and exercise sound judgment
• Flexible, responsive, and comfortable adapting to changing priorities and occasional time-sensitive requests
• Strong interpersonal skills and a polished, professional, service-oriented approach
• Ability to communicate effectively and professionally across different cultures and time zones
• High level of discretion when handling sensitive and confidential information
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Teams
• Familiarity with Israeli business culture is an advantage
• Hebrew language proficiency is a plus