Executive Assistant – Financial Services

Overview

• Support senior leaders in a fast-paced financial services environment, ensuring seamless operations and effective communication.
• Manage complex schedules, travel arrangements, and expenses with precision and efficiency.
• Exercise discretion and professionalism in handling sensitive information and interactions.
• Collaborate with internal and external stakeholders to maintain strong relationships and streamline processes.
• Contribute to document creation, formatting, and office management tasks.
• Provide proactive administrative support to ensure organizational success and efficiency.

Key Responsibilities & Duties

• Coordinate and manage complex calendars, resolving scheduling conflicts effectively.
• Arrange comprehensive domestic and international travel plans and process expense reports.
• Act as a liaison for internal and external communications, ensuring smooth stakeholder interactions.
• Handle sensitive information with confidentiality and professionalism in a dynamic environment.
• Assist in the creation and editing of documents and presentations, maintaining organizational standards.
• Support ad hoc projects and administrative tasks as required by the team.

Job Requirements

• Bachelor’s degree preferred, with a focus on business or related fields.
• 5–7+ years of experience supporting senior executives in financial services or similar industries.
• Proficiency in Microsoft Office Suite and Concur expense management systems.
• Exceptional organizational and time-management skills with attention to detail.
• Strong written and verbal communication skills for effective stakeholder engagement.
• Ability to manage multiple priorities under pressure with composure and effectiveness.