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Our client is seeking a highly organized, proactive Executive Assistant to support the Global Chief Investment Officer and senior leadership team within a leading financial services organization. This is a high-level executive support role requiring exceptional judgment, proactive calendar management, and the ability to serve as a strategic partner to a global executive. The ideal candidate is an experienced career Executive Assistant who excels at managing priorities, creating structure, and helping executives stay focused and organized in a fast-paced environment. Hours are generally 8:30am-5:30pm with occasional flexibility to monitor urgent matters after hours, and the role follows a hybrid schedule with three days onsite.
Key Responsibilities:
- Provide dedicated executive support to the Global Chief Investment Officer
- Provide light support to additional senior leaders as needed
- Manage highly complex calendars, scheduling priorities, and executive time management
- Coordinate domestic and international travel arrangements, itineraries, and logistics
- Process expense reports and travel reconciliations
- Monitor executive communications and help prioritize requests and meetings
- Prepare meeting materials, briefing documents, presentations, and executive communications
- Coordinate leadership meetings, events, catering, and hospitality arrangements
- Track action items, meeting follow-ups, and special projects
- Serve as a liaison between executive leadership and internal/external stakeholders
- Support office operations activities including vendor coordination, catering, and team events
Qualifications:
- 7-10+ years of Executive Assistant experience supporting VP-level leaders or above
- Experience supporting C-suite executives strongly preferred
- Financial services, investment management, consulting, or professional services experience preferred
- Strong executive calendar management and global travel coordination expertise
- Proven ability to manage up and proactively support senior leaders
- Excellent written and verbal communication skills
- Advanced Microsoft Office proficiency, including Outlook, PowerPoint, Excel, Teams, and Word
- Strong organizational skills with exceptional attention to detail
- Ability to handle competing priorities and shifting deadlines
- Associate’s degree or equivalent experience required; additional education is a plus
Compensation/Benefits:
- $130K base salary + bonus opportunity
- Medical coverage through UnitedHealthcare
- Dental coverage through Delta Dental
- Vision coverage through VSP
- 401(k) with employer match
- HSA with employer contribution + Flexible Spending Accounts
- Mental health support through Lyra
- Fertility, maternity, parenting, and menopause support programs
- Tuition reimbursement
- Pet insurance
- Commuter benefits
- One Pass Select fitness program
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