Executive Assistant

Description of Company:

A leading financial services firm focused on investment management and advisory. The company is known for its commitment to operational excellence and client satisfaction. It fosters a collaborative environment that values professionalism and growth.

Position Overview:

Seeking an Executive Assistant to provide high-level administrative support to investment professionals. This role ensures smooth daily operations, manages complex schedules, and handles confidential information with discretion. The ideal candidate will be highly organized, proactive, and skilled in communication and relationship management.

Responsibilities:

• Manage an extremely active calendar, including scheduling and prioritizing appointments
• Complete expense reports and arrange complex domestic and international travel plans, itineraries, and agendas
• Serve as gatekeeper of assigned time, schedules, and information with professionalism
• Handle sensitive information and correspondence confidentially
• Anticipate and resolve potential schedule conflicts proactively
• Coordinate logistics for internal and external meetings and conferences, including video conferencing, catering, and preparation of materials
• Organize and execute executive-level events such as Board of Directors Meetings and Off-Site Events
• Understand and anticipate the needs of executives and work to meet them
• Produce PowerPoint presentations, Word documents, and Excel spreadsheets

Required Experience/Skills:

• Strong work tenure demonstrating reliability and commitment
• Excellent organizational skills with the ability to prioritize multiple tasks seamlessly
• Very strong interpersonal skills to build relationships with key internal and external stakeholders
• Expert-level written and verbal communication skills
• Proactive problem-solving and strong decision-making capabilities
• Emotional maturity and ability to handle confidential information with discretion
• Highly adaptable to competing demands while providing excellent customer service
• Proficiency in Microsoft Office Suite required; knowledge of Concur and Salesforce preferred

Preferred Experience/Skills:

• Experience supporting senior executives in a fast-paced financial environment
• Familiarity with investment management terminology and processes
• Advanced skills in Microsoft Excel and PowerPoint for reporting and presentations
• Experience coordinating large-scale corporate events and meetings

Education Requirements:

• Bachelor’s degree