Senior Executive Assistant, Wealth Management
About The Position
The Senior Executive Assistant, based in New York City, provides high-level administrative and operational support to the President of Wealth. The role manages complex scheduling, executive communications, travel, leadership meeting logistics, and stakeholder coordination to support the executive’s commitments. The successful candidate uses sound judgment, discretion, attention to detail, and professionalism to help ensure smooth execution of executive management routines and enterprise leadership responsibilities. The position requires anticipating needs, managing competing priorities, and working effectively in a fast-paced, highly visible environment. The role focuses on calendar and inbox management, meeting coordination, travel planning, and executive support, while building relationships with internal and external stakeholders. It involves regular interaction with the Office of the CEO, Board Directors, Executive Committee members, their teams, and executive assistants. The position is office-based, with four days in the office and one day working from home, and occasional flexibility to support other time zones.
Requirements
- At least 10 years of executive administrative experience, including support for C-suite, Executive Committee, or equivalent senior leadership executives within a large, complex organization.
- Demonstrated expertise managing highly complex calendars, executive schedules, and competing priorities.
- Experience supporting executives who regularly engage with Board Directors, Executive Committee members, and senior enterprise stakeholders.
- Strong proficiency in Microsoft Office, including Outlook, Word, PowerPoint, Excel, and Teams; ability to adapt to new tools and systems.
- Excellent written and verbal communication skills.
- Strong organizational, prioritization, and time-management abilities.
- Exceptional attention to detail and sensitivity to deadlines.
- Strong judgment, professionalism, and executive presence.
- Proven ability to handle confidential information with discretion.
- Ability to build effective working relationships across all levels of an organization.
Nice To Haves
- SharePoint experience.
- Bachelor’s degree preferred.
Responsibilities
- Manage a highly complex executive calendar across multiple time zones, balancing leadership forums, client engagements, and Executive Committee commitments.
- Manage the executive’s inbox, organize correspondence, flag priority items, and help ensure timely responses and follow-up.
- Coordinate internal and external meetings, conference calls, and agendas; document action items and follow-up requirements; and support coordination of next steps.
- Liaise with the Office of the CEO, Executive Committee members, Board Directors, and senior leaders.
- Manage detailed domestic travel arrangements, itineraries, logistics, and expense preparation.
- Track and submit expense reports accurately and on time.
- Serve as a professional point of contact for internal partners, clients, vendors, and senior stakeholders.
- Manage scheduling and preparation logistics for one-on-one meetings, leadership reviews, talent discussions, and annual performance processes.
- Track follow-up items from meetings and discussions, ensuring commitments are documented, communicated, and routed to appropriate stakeholders.
- Coordinate logistics for leadership meetings, offsites, town halls, and other executive forums.
- Handle confidential and sensitive information with discretion and professionalism.
- Support planning and execution of culture-building, employee engagement, and community involvement activities, including volunteer events and team recognition programs.
Benefits
- Competitive pay.
- Comprehensive medical coverage.
- Dental coverage.
- Vision coverage.
- Retirement benefits.
- Maternity and paternity leave.
- Flexible work arrangements.
- Education reimbursement.
- Wellness programs.
- Paid time off that exceeds the mandatory paid sick or paid time-away policy of every local and state jurisdiction in the United States.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
