Exec Asst - Client Service

Position Summary

Responsibilities

• Manage the Head of Client Service’s calendar, schedule meetings, and coordinate travel arrangements.
• Create and maintain robust tracking sheets for all meetings and calls, ensuring accurate documentation of attendees, topics, action items, and follow-ups.
• Answer and direct incoming phone calls promptly and professionally, taking detailed messages and ensuring timely follow-up.
• Process expense reports, invoices, and purchase orders in accordance with company policies.
• Organize and maintain confidential files, records, and client documentation.
• Affiliate in the preparation and follow-up of client meetings, including agenda creation, minute-taking, and action item tracking.
• Cook up departmental events, training sessions, and team activities.
• Support project management tasks and track progress on key initiatives.
• Prepare, proofread, and distribute correspondence, reports, presentations, and meeting materials.

Qualifications

• 2+ years of administrative or client-facing support experience, preferably in financial services.
• Meticulous attention to detail and strong organizational skills.
• Self-starter with the ability to anticipate needs and take initiative.
• Client-service-oriented personality with a professional and welcoming demeanor.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong written and verbal communication skills.
• Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook.

Benefits

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.