Executive Assistant Jobs

About The Position

Requirements

• 3+ years of Executive Assistant, Senior Administrative Assistant, or comparable executive support experience
• Experience within wealth management, financial services, banking, insurance, accounting, or another professional services environment
• Strong understanding of executive support, client service, and business operations
• Experience working with CRM systems (Salesforce experience strongly preferred)
• Advanced proficiency with Microsoft Office Suite and business communication tools
• Exceptional organizational and time-management skills
• Strong attention to detail with a commitment to accuracy
• Excellent written and verbal communication skills
• Ability to manage multiple priorities while maintaining professionalism and composure
• Proven ability to anticipate needs, solve problems, and execute with minimal oversight

Nice To Haves

• Supporting C-suite executives, founders, or senior leadership teams
• Salesforce CRM experience
• Experience in wealth management, financial planning, investment management, banking, or insurance
• Exposure to client documentation, financial paperwork, or regulated industries
• Event coordination, executive meeting planning, or client-facing initiatives

Responsibilities

• Manage complex executive calendars, scheduling, and meeting coordination
• Monitor, prioritize, and organize executive communications, ensuring timely follow-up and action
• Prepare daily executive briefings highlighting priorities, meetings, deadlines, and action items
• Track and maintain client and business relationships within CRM systems
• Coordinate executive meetings, presentations, speaking engagements, and special events
• Manage document collection, organization, and administrative workflows
• Assist with client-related administrative processes and ensure accurate record keeping
• Partner with internal teams, vendors, and external stakeholders to drive projects and initiatives forward
• Track deliverables, deadlines, and follow-up items to ensure commitments are completed
• Handle sensitive financial, business, and personal information with the highest level of confidentiality
• Support operational and strategic projects as needed

Benefits

• Blue Cross Blue Shield PPO Medical Coverage with multiple plan options available
• 401(k) with up to 4% employer match
• 10 days of PTO starting in year one, with additional PTO earned based on tenure
• Paid Birthday Off
• Paid Company Holidays