Executive Assistant

Executive Assistant Overview

• The Executive Assistant will provide administrative support to the Client Advisory team, ensuring seamless operations and communication.
• This hybrid role offers a dynamic schedule with flexibility for meetings and events.
• Contribute to client service excellence by managing communications and supporting financial transactions.
• Collaborate with team members to prepare presentations and maintain Salesforce records.
• Coordinate meetings, luncheons, and travel arrangements for the Client Advisory team.
• Assist in compliance and audit-related requests, ensuring timely and accurate responses.
• Maintain effective relationships with internal colleagues and external contacts.
• Support bookkeeping and accounting tasks, ensuring accurate transaction processing.
• Enhance operational efficiency by proactively managing administrative responsibilities.

Executive Assistant Key Responsibilities & Duties

• Manage client cash transactions, bill payments, and inter-departmental approvals using internal banking systems.
• Screen and route incoming communications, ensuring timely follow-up and professional correspondence.
• Compose and proofread written communications using financial vocabulary and firm knowledge.
• Organize meetings, luncheons, and calendar scheduling for the Client Advisory team.
• Maintain Salesforce records, manage mail merges, and generate reports for client advisory activities.
• Process expense reports and coordinate travel arrangements for team members.
• Assist in client communication, documentation, and preparation of meeting materials.
• Support account administration tasks, including account openings and asset transfers.
• Collaborate with CPAs for tax-related information and ensure timely tax payments.

Executive Assistant Job Requirements

• Bachelor of Arts (BA) degree is required for this position.
• Minimum of 2 years of experience in administrative support roles.
• Proficiency in Salesforce and Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Strong organizational and communication skills, both written and verbal.
• Experience in financial transactions and bookkeeping is preferred.
• Ability to manage multiple tasks and prioritize effectively in a hybrid work environment.
• Knowledge of compliance and audit processes is advantageous.
• Flexibility to adapt to varying schedules and support team needs as required.
• Excellent interpersonal skills to establish effective working relationships.