Executive Assistant

Advisor Group•Scottsdale, AZ

6h•$95,000 - $105,000•Hybrid

About The Position

We are seeking a Senior Executive Assistant (EA) to support a C-level Executive. The preferred candidate will have extensive experience supporting C-level executives, board and board committees, projects, client and employee facing interactions, reporting, and presentations.

Requirements

Minimum of 10 years’ experience supporting executives
Experience supporting a President, CEO, or Chairman
Excellent written and verbal communication skills
Strong proficiency with Microsoft Office suite, video conferencing (i.e., Zoom)
AI-fluency with organizational-supported tools
Ability to lead and influence without having positional authority
Highly collaborative and team-oriented
Able to multi-task and manage several calendars
Forward thinking with demonstrated confidentiality
Strong time management and attention to detail
Critical thinking power and excellent judgment; bias toward resolution
Impeccable “follow up” and “follow through” skills
Accountable, responsible, and service oriented
Passion for support work
Organizational awareness with the ability to understand and prioritize key people and needs in the organization
Experience hosting and navigating client, board, strategic partners and executive events, meetings, calls, and visits

Nice To Haves

Prior administrative experience within the financial services industry preferred
Workday, Concur, Microsoft CoPilot experience
Experience with accountability for a team or an enterprise process
Training expertise

Responsibilities

Extensive calendar management, travel planning, call, and webinar logistics; coordinating with all EA’s to avoid conflicts
Extensive support for the C-level Executive involving senior leadership team, external executives, board and board committees, external vendors, and clients
Supporting invoicing, purchase, and contract processes
Expense reporting and management
Event, meeting and interview planning, execution & oversight
Project and special assignment work
Monitor and respond to incoming correspondence and phone calls while maintaining discretion and confidentiality
Meetings management, note-taking, critical follow-up planning
Facilitate visits from clients and firm personnel
Support interview processes for executive team members which, at times, includes working with executive search firms
Communicate professionally with internal and external individuals at all levels of the organization verbally and through high quality, concise emails
Assist with executive onboarding and offboarding
Provide backup support for executives, collaborating closely with other EAs to ensure seamless coverage