Senior Executive Assistant, Wealth Management

Citizens Financial Group•New York, NY

1d•Hybrid

About The Position

The Senior Executive Assistant, based in NYC, 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 demonstrates exceptional judgment, discretion, attention to detail, and professionalism while helping 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 regularly interacts with the Office of the CEO, Board Directors, Executive Committee members, and their teams and executive assistants. It is office-based, with four days in the office and one day of work-from-home flexibility, and requires flexibility to support other time zones.

Requirements

10 or more years of executive administrative experience, including supporting 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.
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.

Responsibilities

Manage a highly complex executive calendar, scheduling across multiple time zones and balancing competing priorities across 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, including itineraries and logistics, and prepare expenses.
Track and submit expense reports accurately and in a timely manner.
Serve as a professional point of contact for internal partners, clients, vendors, and senior stakeholders.
Manage scheduling and preparation logistics for 1:1 meetings, leadership reviews, talent discussions, and annual performance processes.
Track meeting and discussion follow-up items, ensuring commitments are documented, communicated, and routed to appropriate stakeholders.
Coordinate logistics for leadership meetings, offsites, town halls, and other executive forums.
Handle highly 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.
Medical coverage.
Dental coverage.
Vision coverage.
Retirement benefits.
Maternity and paternity leave.
Flexible work arrangements.
Education reimbursement.
Wellness programs.
Paid time off policy that exceeds mandatory paid sick or paid time-away policies in every local and state jurisdiction in the United States.