Executive Assistant (Financial Services Experience)
About The Position
The Executive Assistant provides high-level administrative and operational support to senior leadership within a financial services firm. This role requires exceptional discretion, organizational skills, and the ability to manage complex schedules, sensitive information, and competing priorities in a highly regulated and deadline-driven environment. The ideal candidate is proactive, detail-oriented, and comfortable interfacing with clients, internal stakeholders, and external partners. This is a fully onsite opportunity Salary: $55-60k/year
Requirements
- 3+ years administrative assistant or executive assistant experience
- Prior experience working for a financial services or accounting firm
Responsibilities
- Manage complex executive calendars, including scheduling meetings, board sessions, client calls, and travel
- Coordinate domestic and international travel arrangements, including itineraries, accommodations, and expense reporting
- Prepare, review, and edit executive correspondence, presentations, reports, and financial documents
- Organize and support board meetings, investor meetings, and executive-level presentations
- Handle sensitive and confidential information with a high degree of discretion and professionalism
- Assist with compliance-related documentation, regulatory filings, and audit preparation as needed
- Maintain organized digital and physical filing systems for contracts, financial records, and executive materials
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
51-100 employees
