Executive Assistant for a Financial Services Company in the US (Home Based Part Time)

Virtual Coworker•Town of Shelter Island, NY

17d•Remote

About The Position

This is a part-time, home-based Executive Assistant role for a financial services company in the US. The position involves coordinating schedules, managing time entries, preparing reports, and assisting with various administrative tasks to support the team and ensure smooth operations.

Requirements

Proficiency in coordinating and scheduling professional work calls.
Ability to proactively review calendar layouts and resolve scheduling conflicts.
Skill in integrating personal and non-work appointments with work schedules.
Experience auditing team time entries for completeness and accuracy.
Capability to prepare daily or weekly briefings on schedules and call preparation.
Experience compiling team payroll hours and drafting reports.
Proficiency in maintaining benefits-payable tracking spreadsheets and flagging discrepancies.
Experience coordinating and scheduling staff performance reviews.
Ability to extract evaluation data from internal systems.
Skill in overseeing and updating master staff schedules.
Experience managing travel logistics and itineraries.
Ability to provide ad-hoc assistance with personal appointments.

Responsibilities

Coordinate and schedule all professional work calls.
Proactively review calendar layouts to identify and resolve scheduling conflicts.
Integrate personal and non-work appointments seamlessly around the established work schedule.
Audit team time entries within the work system to ensure completeness and accuracy.
Prepare daily or weekly briefings summarizing the upcoming schedule and highlighting necessary call preparation.
Compile team payroll hours and draft reports for final approval.
Maintain benefits-payable tracking spreadsheets and proactively flag discrepancies.
Coordinate and schedule yearly staff performance reviews.
Extract evaluation data from various internal systems to assist in review preparation.
Oversee and update the master staff schedule to ensure consistent operational coverage.
Manage end-to-end travel logistics and itineraries.
Provide ad-hoc assistance with coordinating personal appointments as requested.