Executive Assistant

Full-time · On-site · Financial Services

Company Description

Kingsbridge Wealth Management is a registered investment advisor dedicated to serving the investment, tax, estate, risk, charitable, and administrative interests of our ultra-high-net-worth families and their related entities.

Role Description

This is a full-time, on-site role for an Executive Assistant. The Executive Assistant will provide administrative support, manage executive calendars, book travel arrangements, assist with team projects, and support day-to-day office activities. The role also includes creating visual materials in Canva, supporting social media management as needed, and using AI tools to work more efficiently while protecting confidential information.

Responsibilities

• Provide high-level administrative and executive support
• Manage complex calendars, meetings, and competing priorities
• Coordinate travel, itineraries, and logistics
• Support team projects and office operations
• Prepare correspondence, presentations, and client-facing materials
• Create and refine visual content in Canva
• Support social media as needed—drafting, scheduling, and coordinating assets
• Use AI tools to draft, summarize, research, organize work, and improve workflows—with judgment and confidentiality
• Handle confidential information with discretion
• Anticipate needs and adapt when priorities change

Qualifications

• Executive administrative assistance and executive support skills
• 3–5 years of experience preferred
• Excellent written and verbal communication skills
• Strong organizational and time-management skills
• Ability to maintain confidential information
• Flexible and adaptable to changing priorities and multiple tasks
• Proficiency in Canva
• Social media management skills
• Proficiency with AI tools (e.g., ChatGPT, Claude, Gemini, Microsoft Copilot, or similar)
• Bachelor’s degree preferred

Beneficial skills

• Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Salesforce and project-management software
• Experience in the finance / wealth-management industry

Industry: Financial Services

Employment type: Full-time