Executive Assistant

• Provide high-level administrative support to members of the executive leadership team, managing complex and ever-changing calendars, meetings, and strategic priorities.
• Coordinate and prioritize scheduling requests across multiple stakeholders, ensuring alignment with business objectives and executive commitments.
• Prepare executives for meetings by organizing agendas, briefing materials, presentations, and supporting documentation.
• Manage high-volume correspondence, draft communications, and identify urgent matters requiring executive attention.
• Track key action items, deadlines, and follow-ups to ensure seamless execution of business initiatives.

Executive & Stakeholder Relationship Management

• Serve as a trusted liaison between executive leadership, internal teams, clients, board members, and external stakeholders.
• Facilitate professional interactions and communications while maintaining a high level of confidentiality and discretion.
• Coordinate executive meetings, presentations, and special engagements with exceptional attention to detail.
• Maintain accurate records, contact information, and key business data across internal systems and platforms.

Meeting & Event Coordination

• Coordinate complex domestic and international meeting schedules across multiple time zones.
• Prepare meeting materials, agendas, briefing packets, and post-meeting follow-up documentation.
• Support the planning and execution of executive offsites, board meetings, leadership events, and company functions.

Travel & Expense Management

• Manage detailed domestic and international travel arrangements, including itineraries, accommodations, transportation, and logistics.
• Process executive expense reports and reimbursements accurately and in accordance with company policies.

Operations & Strategic Business Support

• Assist with day-to-day operational and administrative functions supporting executive leadership.
• Manage special projects, reporting initiatives, and executive-level presentations.
• Partner closely with departments including Finance, Human Resources, Legal, Compliance, and Operations to drive cross-functional priorities.
• Support organizational initiatives and strategic projects while maintaining a high degree of organization and efficiency.

Qualifications

• 5+ years of Executive Assistant experience supporting C-suite executives within financial services or professional services
• Bachelor’s degree preferred.
• Advanced proficiency with Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, and Teams; CRM experience is a plus.
• Demonstrated ability to manage competing priorities and complex schedules in a fast-paced executive environment.
• Exceptional written and verbal communication skills with a polished, professional presence.
• Proven ability to handle confidential information with the highest level of discretion.
• Proactive, resourceful, and capable of anticipating executive needs before they arise.