Executive Assistant - Financial Services

A leading financial firm is seeking an experienced Executive Assistant to support a team of senior professionals in a fast-paced, collaborative environment. This role combines traditional executive support responsibilities with opportunities to contribute to projects, process improvements, research, and other business initiatives .

Overview
A leading financial firm is seeking an experienced Executive Assistant to support a team of senior professionals in a fast-paced, collaborative environment.

This role combines traditional executive support responsibilities with opportunities to contribute to projects, process improvements, research, and other business initiatives. It is an excellent opportunity for an ambitious administrative professional who has a strong interest in financial services and is interested in developing a deeper understanding of the business.

For the right individual, this position can provide a strong path toward future career growth and advancement into an Analyst-level role.

The ideal candidate is highly organized, proactive, intellectually curious, and comfortable working with confidential information. They should enjoy learning, taking initiative, and finding ways to use technology and AI to improve efficiency.
Key Responsibilities

• Provide high-level administrative and operational support to a team of senior professionals.
• Manage complex calendars and coordinate meetings across multiple time zones.
• Coordinate domestic and international business travel, including itineraries, accommodations, and schedule changes.
• Organize logistics for internal and external meetings, team events, offsites, and other business activities.
• Prepare and process expense reports and assist with expense-related follow-up and approvals.
• Conduct research and compile information or reports using internal systems and external resources.
• Assist with PowerPoint presentations and other business materials.
• Support performance review and other recurring administrative processes.
• Manage team subscriptions, renewals, business card orders, and other administrative needs.
• Coordinate onboarding activities for new team members and help ensure a smooth transition into the organization.
• Provide backup and cross-coverage support to other administrative professionals as needed.
• Assist with special projects, process improvement initiatives, and other business-related assignments.
• Identify opportunities to leverage technology and AI to streamline workflows and improve efficiency.
• Build strong relationships with internal and external stakeholders while maintaining a high level of professionalism and discretion.

Qualifications

• 3+ years of experience in an Executive Assistant, Administrative Assistant, or similar professional support role.
• Experience supporting senior-level professionals in a fast-paced corporate or professional services environment.
• Strong calendar management, meeting coordination, and travel planning experience.
• Advanced proficiency with Microsoft Office, including Outlook, Word, Excel, PowerPoint, and related tools.
• Demonstrated interest in learning new technologies and using AI or other tools to improve efficiency.
• Strong organizational, multitasking, and prioritization skills.
• Excellent attention to detail and commitment to producing high-quality work.
• Strong written and verbal communication skills.
• Ability to handle confidential and sensitive information with discretion and sound judgment.
• Proactive problem-solving skills and the ability to anticipate needs.
• Comfortable working under deadlines and adapting to last-minute changes.
• Positive, flexible, collaborative, and service-oriented approach.
• Strong intellectual curiosity and genuine interest in learning about the financial services business.
• Ability and willingness to work a 7:00 AM – 4:00 PM schedule