Executive Assistant

Responsibilities

• Scheduling travel arrangements in preparation for all on and off-site meetings, conferences, presentations and sales events
• Supporting digital marketing and communications by coordinating content and campaign timing, maintaining an integrated events and marketing calendar, and ensuring outreach aligns with broader business development priorities
• Maintaining and monitoring expense reports and check requests
• Acting as a coordination hub, ensuring leadership is well prepared for meetings, briefing materials are organized in advance, and action items and follow-ups are tracked and completed
• Bringing energy and creativity to the client experience by helping lead the planning and execution of client events
• Ensuring proper flow of information, pursuing detailed follow-through, as necessary
• Involving in special projects as needed

Qualifications

• Technical Skills: Proficient use of Outlook, Excel, PowerPoint, Salesforce, Zoom/Teams, and social platforms such as LinkedIn and Facebook
• Knowledge of database usage
• Hands-on experience leveraging AI tools to work more efficiently

Requirements

• Prior administrative experience in a sales group essential, 3-7 years
• Financial Services experience preferred
• Tech forward and flexible attitude comfortable managing projects and timelines
• Highly service-oriented individual with the ability to work well as part of a team
• Strong organizational skills, ability to manage multiple priorities, and ability to take independent initiative for action within areas of responsibility
• Polished communicator with a service mindset and a commitment to a high-touch client experience