Executive Assistant

Overview

• Support the Regional Director and advisory teams in a hybrid Executive Assistant/Office Manager role.
• Collaborate with marketing and corporate teams for event planning and office operations.
• Manage administrative tasks including scheduling, travel arrangements, and expense reporting.
• Ensure smooth office operations and maintain client-facing spaces.
• Handle communications, correspondence, and maintain confidentiality standards.
• Assist with marketing materials preparation and event execution.
• Provide flexible support across various office management and administrative functions.
• Opportunity for temp-to-perm transition based on performance.

Key Responsibilities & Duties

• Coordinate schedules, travel plans, and expense reporting for senior leadership.
• Organize meetings, luncheons, and interviews as required.
• Collaborate with marketing teams to plan and execute regional events.
• Maintain office supplies and liaise with vendors for operational needs.
• Ensure compliance with safety protocols and manage access card administration.
• Prepare marketing materials and coordinate event logistics.
• Act as the primary receptionist and point of contact for the office.
• Provide on-site support for emergencies and building operations.

Job Requirements

• Bachelor’s degree with 2-5 years of experience in administrative or office management roles.
• Proficiency in Salesforce and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Strong organizational skills and ability to manage multiple tasks simultaneously.
• Excellent communication skills, both oral and written.
• Adaptable and versatile skill set with attention to detail.
• Comfortable working in a small office environment and wearing multiple hats.
• Interest or experience in financial services preferred.
• Ability to grasp and utilize office technologies effectively.