Executive Assistant Jobs

About The Position

Requirements

• Strong professional presence, sound judgment, and the ability to represent Fund Banking leadership effectively in internal and external interactions.
• Excellent written and verbal communication skills, with careful attention to tone, accuracy, and audience.
• Exceptional organizational and time-management skills, with the ability to manage competing priorities and changing deadlines.
• Demonstrated discretion and sound judgment when handling confidential business, client, personnel, and financial information.
• Proactive, resourceful, and solutions-oriented, with the ability to anticipate needs and follow through with limited direction.
• Strong relationship-building skills and the ability to collaborate effectively with executives, colleagues, clients, and external partners.
• Ability to work independently while contributing to a collaborative, high-performing team environment.
• Minimum Required: High school degree or equivalent.
• Minimum Required: 7+ years of progressive executive support experience.
• Advanced proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience with enterprise calendaring, expense reporting, and document management systems.
• Ability to quickly learn and adapt to firm‑specific platforms and tools.

Nice To Haves

• Preferred: College degree in a relevant field.
• Preferred: Experience in event management.

Responsibilities

• Provide advanced executive support to Fund Banking Managing Directors and other senior leaders, including management of highly complex calendars, scheduling, travel, and expenses.
• Serve as a trusted operational partner to Fund Banking leadership by anticipating needs, resolving issues, and coordinating priorities across multiple stakeholders.
• Lead the planning and execution of high-impact client meetings, leadership sessions, conferences, team events, and other Fund Banking engagements.
• Prepare, review, and coordinate complex correspondence, presentations, reports, meeting materials, and executive communications.
• Manage sensitive client, business, personnel, and financial matters with a high degree of discretion, judgment, and confidentiality.
• Establish and promote administrative processes, workflows, and best practices that improve consistency, service, and scalability across Fund Banking.
• Mentor and guide administrative professionals by sharing knowledge, coordinating coverage, and providing day-to-day support on complex matters.
• Coordinate onboarding, transitions, office logistics, access, and long-range administrative planning for Fund Banking leaders and team members.
• Build effective relationships with clients, prospects, sponsors, investors, internal partners, vendors, and service providers.
• Continuously evaluate administrative operations and recommend improvements that enhance efficiency, communication, and the client experience.

Benefits

• discretionary bonuses
• health / dental / vision / prescription insurance offerings
• Stifel Total Health Connect
• flexible spending accounts
• tuition & certification assistance programs
• paid time off
• 401k
• wellness initiatives
• life insurance