Executive Assistant – Financial Services

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Executive Assistant – Financial Services

Charlotte, North Carolina

|

Direct (Permanent) Full Time

|

$ 80,000 - $ 95,000 per year

Charlotte, North Carolina

Direct (Permanent) Full Time

$ 80,000 - $ 95,000 per year

February 02, 2026

|

Job ID: A42604383CLT_1770069484

February 02, 2026

Job ID: A42604383CLT_1770069484

Job Summary

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Salary: $80,000+ DOE
Schedule: 8:30 AM - 5:30 PM, onsite
Additional: OT eligible; company‑issued laptop + phone provided.


About the Role

We are seeking a skilled Executive Assistant to support a group of senior leaders within a fast‑paced financial services environment. This position plays a critical role in keeping operations running smoothly across a high‑visibility team with frequent client interaction. The ideal candidate thrives in a dynamic setting, communicates warmly and professionally, and is comfortable managing multiple competing priorities at once.

You'll support 2 executives (MDs, Directors, and VPs), coordinate complex scheduling, and serve as a central point of contact for both internal colleagues and external partners.


Key Responsibilities

Executive Support & Calendars

  • Manage intricate calendars for several executives, proactively resolving conflicts and anticipating scheduling needs.

Travel & Logistics

  • Coordinate detailed domestic and international travel, monitor itinerary changes, and handle timely expense reports.

Meetings & Events

  • Organize meetings, conferences, and team sessions-including space reservations, catering, materials, and A/V needs.

Communication & Coordination

  • Act as a primary liaison for your executives, preparing polished communication and maintaining strong relationships across teams.

Teamwide Support

  • Provide guidance to junior administrative team members, share best practices, and contribute to a collaborative, solutions‑oriented environment.

What Makes Someone Successful in This Role

  • Strong financial services exposure (industry familiarity is important)
  • Warm, engaging communication style-this group is very client‑facing
  • Experience supporting multiple senior leaders simultaneously
  • Able to operate at a quick pace while staying organized and composed
  • Proficiency in the full Microsoft Office Suite (non‑negotiable)
  • Intellectually curious, comfortable asking questions, and eager to understand the broader business
  • Calm under pressure and able to navigate shifting priorities
  • Professional maturity and confidence
  • Ideal for someone with junior‑to‑mid level EA experience looking to grow

Qualifications

  • Typically 6+ years of administrative or executive support experience in a fast-paced environment
  • Advanced Microsoft Outlook, Excel, PowerPoint, and Word skills
  • Experience with calendar management, inbox oversight, and preparing/editing professional documents
  • Strong attention to detail, accuracy, and confidentiality
  • Must be authorized to work in the U.S.

A42604383CLT_1770069484

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™