Senior Executive Assistant

CI Financial•New York, NY

2d•Hybrid

About The Position

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

3-4 years administrative experience providing exceptional support to multiple individuals and frequent interaction with C-level executives
Finance experience is a plus
Excellent judgment and the ability to balance resourcefulness and discretion
Demonstrates ability to protect confidential and proprietary information
Exceptional organization and time management skills with great attention to detail
Positive and collaborative attitude, assertive but flexible personality to meet the changing needs of the environment; highly reliable, responsible, and responsive
Ability to interact with senior leaders (at all levels) in a fast-paced environment, while remaining flexible, proactive, resourceful, and efficient
Ability to effectively manage/coordinate simultaneous projects, and successfully prioritize and multi-task with sound judgment; understands urgency; comfortable executing tasks with minimal direction
Demonstrates emotional intelligence and strong communication skills
Experience using PC
Proficiency in the Microsoft Office Suite including Outlook, Word, Excel, and PowerPoint
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Calendar management for two executives.
Scheduling internal and external meetings and resolving conflicts; exercising judgment in assessing priorities and escalating when needed.
Working within a team environment and providing back-up coverage to other assistants and aiding with managers’ calendars, collaborating on administrative projects
Relationship management by acting as a trusted gatekeeper and liaison with internal and external stakeholders, developing and maintaining strong connections across teams, with client counterparts and vendors
Ownership of day-to-day administrative tasks, i.e. time entry, mailings, and expense reports
Coordinating travel arrangements including all logistics as well as Travel & Expense Reports
Coordinating conference rooms, video/conference details, IT support, security badges and all meeting logistics
Working with Executives and admins to edit, format, prepare presentations for meetings, ensuring proper distribution channels and maintaining utmost confidentiality; printing and binding presentations to distribute to attendees; facilitating secure and seamless information flow by ensuring who, what, when, where for all activities relating to sensitive data; maintaining filing systems
Organizing team-building events and employee engagement opportunities, and assisting with team-wide offsite planning
Fielding inquiries to appropriate team members, responding to employee inquiries, and ensuring a timely response to urgent issues
Ad hoc errands and requests
Opportunity to get further involved with Executive support and project managing of internal and Client projects to accommodate needs including special projects and ad-hoc assignments