Executive Assistant

Executive Assistant Overview

• The Executive Assistant role supports the Chief Legal Officer in a dynamic financial services environment, ensuring seamless operations and executive-level coordination.
• Collaborate with senior leadership on strategic initiatives, enhancing operational efficiency and departmental productivity through innovative solutions.
• Leverage technology and automation tools to streamline processes, improve workflows, and support organizational goals.
• Gain visibility and contribute to high-level projects within a growing organization with expanding C-suite leadership.
• Coordinate executive schedules, travel arrangements, and meeting logistics with precision and professionalism.
• Assist in creating executive presentations, reports, and summaries for leadership and board meetings.
• Serve as a trusted partner to the Chief Legal Officer, ensuring confidentiality and discretion in all matters.
• Contribute to the adoption of emerging technologies, including AI tools, to enhance departmental capabilities.
• Work on-site in a collaborative environment, fostering growth and innovation within the organization.

Executive Assistant Key Responsibilities & Duties

• Manage complex executive calendars, prioritizing competing demands and ensuring seamless scheduling.
• Coordinate domestic travel arrangements, including recurring travel between key locations.
• Prepare meeting agendas, briefing materials, and correspondence for executive-level engagements.
• Support legal department initiatives, including process documentation and workflow improvements.
• Assist in the adoption of AI-enabled tools and automation solutions to improve efficiency.
• Draft and edit professional communications, presentations, and reports for leadership and board discussions.
• Coordinate logistics for board and executive meetings, ensuring timely preparation of materials.
• Monitor project timelines, deliverables, and action items across the legal department.
• Facilitate cross-functional collaboration with compliance, risk, and executive stakeholders.

Executive Assistant Job Requirements

• Bachelor's degree required, preferably in a related field.
• Minimum of 5 years of experience in executive support roles; 7 years preferred.
• Experience supporting senior executives in legal, banking, or financial services environments.
• Advanced proficiency in Microsoft Office Suite, including Outlook, PowerPoint, Word, and Excel.
• Demonstrated interest in technology, automation, and AI tools for process improvement.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Exceptional written and verbal communication skills, with attention to detail.
• Ability to handle confidential information with discretion and professionalism.
• Proven ability to build trust and serve as a reliable partner to executive leadership.