Job Description

We are seeking an exceptional Senior Executive Assistant / Personal Assistant to support the CEO of a Financial Services firm.

This role will provide comprehensive administrative support, managing a wide range of responsibilities and ensuring that the CEO’s time and priorities are optimized.

The ideal candidate will be highly organized, proactive, and possess strong communication skills, with a solid understanding of the financial services industry. This is a high-level role that requires discretion, initiative, and the ability to handle sensitive and confidential information, be extremely organized and be able to provide white glove service with a friendly smile!

Your Role:

• Manage the CEO’s calendar, including scheduling and prioritizing appointments, meetings, and travel. Ensure the CEO’s time is utilized effectively.
• Act as a liaison between the CEO and internal/external stakeholders, handling phone calls, emails, and other forms of communication with professionalism and discretion.
• Organize complex domestic and international travel arrangements, including flight bookings, hotel accommodations, and itineraries, ensuring seamless travel experiences.
• Prepare agendas, materials, and presentations for meetings. Take meeting minutes and ensure follow-up on action items as required.
• Assist with the planning and execution of strategic initiatives, including tracking progress and maintaining deadlines for ongoing projects.
• Draft, proofread, and edit documents, presentations, and reports for the CEO. Maintain and organize files, ensuring that critical documents are readily accessible.
• Handle sensitive and confidential information with the highest degree of discretion and professionalism.

Qualifications:

• 7+ years of executive assistant experience, preferably in a financial services, banking or investment management industry.
• Bachelor’s degree in Business Administration, Finance, or a related field (preferred).
• Exceptional organizational and time-management skills
• Strong verbal and written communication skills
• Ability to handle multiple tasks and competing priorities
• High level of discretion and ability to maintain confidentiality
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Friendly demeanor, ability to provide a concierge style service
• Strong attention to detail and accuracy

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