Executive Assistant

ExecutiveAssistant

AgrowingfinancialservicesorganizationisseekingapolishedproactiveandhighlyorganizedExecutiveAssistanttosupportseniorleadershipinafast-pacedclient-focusedenvironment.

This is a high impact position for someone who thrives on creating structure managing priorities and keeping executives operating at their highest level. The ideal candidate comes from a wealth management financial advisory banking insurance or professional services background and understands the importance of discretion follow-through and exceptional client service.

Youll serve as a trusted partner to executive leadership helping manage competing priorities coordinating key initiatives maintaining critical client and business relationships and ensuring nothing falls through the cracks. This role requires someone who is resourceful detail oriented and comfortable taking ownership without needing constant direction.

KeyResponsibilities

• Managecomplexexecutivecalendarsschedulingandmeetingcoordination
• Monitorprioritizeandorganizeexecutivecommunicationsensuringtimelyfollow-upandaction
• Preparedailyexecutivebriefingshighlightingprioritiesmeetingsdeadlinesandactionitems
• TrackandmaintainclientandbusinessrelationshipswithinCRMsystems
• Coordinateexecutivemeetingspresentationsspeakingengagementsandspecialevents
• Managedocumentcollectionorganizationandadministrativeworkflows
• Assistwithclient-relatedadministrativeprocessesandensureaccuraterecordkeeping
• Partnerwithinternalteamsvendorsandexternalstakeholderstodriveprojectsandinitiativesforward
• Trackdeliverablesdeadlinesandfollow-upitemstoensurecommitmentsarecompleted
• Handlesensitivefinancialbusinessandpersonalinformationwiththehighestlevelofconfidentiality
• Supportoperationalandstrategicprojectsasneeded

Qualifications

• 3yearsofExecutiveAssistantSeniorAdministrativeAssistantorcomparableexecutivesupportexperience
• Experiencewithinwealthmanagementfinancialservicesbankinginsuranceaccountingoranotherprofessionalservicesenvironment
• Strongunderstandingofexecutivesupportclientserviceandbusinessoperations
• ExperienceworkingwithCRMsystems(Salesforceexperiencestronglypreferred)
• AdvancedproficiencywithMicrosoftOfficeSuiteandbusinesscommunicationtools
• Exceptionalorganizationalandtime-managementskills
• Strongattentiontodetailwithacommitmenttoaccuracy
• Excellentwrittenandverbalcommunicationskills
• Abilitytomanagemultipleprioritieswhilemaintainingprofessionalismandcomposure
• Provenabilitytoanticipateneedssolveproblemsandexecutewithminimaloversight

PreferredExperience

• SupportingC-suiteexecutivesfoundersorseniorleadershipteams
• SalesforceCRMexperience
• Experienceinwealthmanagementfinancialplanninginvestmentmanagementbankingorinsurance
• Exposuretoclientdocumentationfinancialpaperworkorregulatedindustries
• Eventcoordinationexecutivemeetingplanningorclient-facinginitiatives

WhatWereLookingFor

• Highlyorganizedanddetail-oriented
• Proactiveratherthanreactive
• Strongsenseofownershipandaccountability
• Professionalpolishedandclient-focused
• Excellentfollow-throughandexecution
• Abletobalancecompetingprioritieswithoutsacrificingquality
• Trustedpartnerwhocananticipateneedsandstayonestepahead

Benefits&Perks

• BlueCrossBlueShieldPPOMedicalCoveragewithmultipleplanoptionsavailable
• 401(k)withupto4%employermatch
• 10daysofPTOstartinginyearonewithadditionalPTOearnedbasedontenure
• PaidBirthdayOff
• PaidCompanyHolidays
• Directaccesstoexecutiveleadershipanddecision-makers
• High-visibilityrolewithsignificantimpactondailyoperations
• Professionalcollaborativeofficeenvironment
• Culturebuiltonaccountabilityintegrityteamworkandclientservice

If youre a driven Administrative Assistant or Executive Assistant who enjoys supporting high-performing leaders creating organization from complexity and playing a key role in business success wed love to hear from you!

Required Experience:

Manager