Executive Assistant

Primary Responsibilities

• Provide high-level administrative support to designated members of the Executive Leadership Team.
• Manage complex calendars, including scheduling internal and external meetings, prioritizing requests, and resolving conflicts.
• Cook up travel arrangements, including flights, hotels, transportation, and detailed itineraries.
• Prepare and process expense reports in a timely and accurate manner.
• Support meeting preparation by gathering materials, creating agendas, preparing presentations, and organizing follow-up items.
• Maintain executive inboxes, drafting responses, flagging priorities, and tracking action items.
• Serve as a trusted liaison between executives and internal or external stakeholders.
• Handle sensitive and confidential information with professionalism and discretion.
• Exercise strong judgment in managing executive priorities, proactively anticipating needs and resolving issues before escalating.
• Act as a gatekeeper of time for the CEO, helping to evaluate, prioritize, and sequence requests in alignment with business priorities.
• Partner closely with the CEO to ensure meetings, materials, and follow-ups are aligned to strategic objectives.

Administrative and Operational Coordination

• Help coordinate on-site meetings, leadership sessions, and other in-person events.
• Maintain organized files, records, and documentation for executive and project-related work.
• Aid with vendor coordination, document preparation, and other administrative processes as needed.
• Identify opportunities to improve administrative workflows and create efficiencies for leaders and teams.

Basic Qualifications

• 10+ years of experience in an executive assistant, senior administrative, or similar support role, preferably supporting senior executives.
• Experience supporting multiple leaders in a fast-paced, professional services or corporate environment preferred.
• Strong calendar management and travel coordination experience.
• Demonstrated ability to manage competing priorities and adapt quickly to changing needs.
• Excellent written and verbal communication skills.
• Strong organizational skills and exceptional attention to detail.
• High degree of professionalism, judgment, and discretion.
• Proficiency in Microsoft Office Suite, including Outlook, PowerPoint, Word, and Excel.
• Ability to work independently while collaborating effectively across teams and functions.

Preferred Skills

• Prior experience supporting C-suite or executive leadership team members.
• Experience with project coordination or supporting strategic initiatives.
• Demonstrated ability to operate with authority, discretion, and independent judgment in support of senior executives.
• Experience in financial services, wealth management, or another highly relationship-driven professional services environment.
• Familiarity with meeting and expense management tools and collaboration platforms such as Microsoft Teams.