Executive Assistant (Financial Services Experience)

The Executive Assistant provides high-level administrative and operational support to senior leadership within a financial services firm. This role requires exceptional discretion, organizational skills, and the ability to manage complex schedules, sensitive information, and competing priorities in a highly regulated and deadline-driven environment. The ideal candidate is proactive, detail-oriented, and comfortable interfacing with clients, internal stakeholders, and external partners.

Salary $55-60k/year

Fully onsite opportunity This is a fully onsite opportunity.

Responsibilities

Manage complex executive calendars, including scheduling meetings, board sessions, client calls, and travel

Coordinate domestic and international travel arrangements, including itineraries, accommodations, and expense reporting

Prepare, review, and edit executive correspondence, presentations, reports, and financial documents

Organize and support board meetings, investor meetings, and executive-level presentations

Handle sensitive and confidential information with a high degree of discretion and professionalism

Assist with compliance-related documentation, regulatory filings, and audit preparation as needed

Maintain organized digital and physical filing systems for contracts, financial records, and executive materials

Requirements

3+ years administrative assistant or executive assistant experience

Prior experience working for a financial services or accounting firm

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