Executive Assistant

Position Overview

We are seeking a highly organized and proactive Executive Assistant to provide administrative and operational support to senior executives within a fast-paced financial services environment. The ideal candidate will be detail-oriented, professional, and comfortable managing multiple priorities while handling confidential and sensitive information with discretion.

Key Responsibilities

• Provide comprehensive administrative support to senior-level executives, including complex calendar management, meeting coordination, and scheduling.
• Coordinate domestic and international travel arrangements, including flights, hotels, transportation, and detailed itineraries.
• Prepare and process expense reports and reconcile corporate card expenses in a timely manner.
• Coordinate internal and external meetings, conference calls, client meetings, and executive events.
• Manage incoming communications and assist with prioritizing time-sensitive requests and correspondence.
• Prepare, edit, and format presentations, reports, meeting materials, and other business documents.
• Serve as a key point of contact between executives and internal teams, clients, vendors, and other external stakeholders.
• Assist with meeting preparation, including agendas, materials, conference rooms, catering, and technology.
• Maintain confidential files, records, and sensitive business information.
• Anticipate executive needs, proactively resolve scheduling conflicts, and ensure appropriate follow-up on outstanding items.
• Partner with other Executive Assistants and administrative professionals to coordinate schedules and support broader team initiatives.
• Assist with ad hoc projects and additional administrative responsibilities as needed.

Requirements

• 5+ years of Executive Assistant or senior-level administrative support experience.
• Prior experience within financial services, banking, investment management, private equity, asset management, or a similar professional services environment strongly preferred.
• Experience supporting senior executives in a fast-paced, high-volume environment.
• Strong calendar management, travel coordination, and expense reporting experience.
• Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Teams.
• Excellent written and verbal communication skills.
• Exceptional organizational skills and attention to detail.
• Ability to manage competing priorities and adapt quickly to changing schedules and business needs.
• High level of professionalism, judgment, discretion, and confidentiality.
• Strong interpersonal skills with the ability to communicate effectively with senior leadership, clients, and colleagues at all levels.