Assistant/Coordinator

• Provide high-level administrative support to top executive in fast-paced environment
• Extensive calendar management – daily management of scheduling & rescheduling appointments
• Liaise with external stakeholders
• assist with ad hoc projects
• Prioritize conflicting needs
• handle matters expeditiously and proactively
• Arrange complex travel plans and compose detailed itineraries
• Schedule and organize meetings, conferences, and off-site events
• Maintain information in Salesforce and run reports
• Prepare agendas, board materials, memos, and routine correspondence
• Allocate business invoices in PeopleSoft system
• reconcile and complete expense reports
• Coordinate closely with other assistants to provide phone coverage and back-up assistance
• Manage work priorities independently
• Work closely with Executive to complete critical aspects of deliverables

• Minimum 7-10+ years of applicable C-level executive administrative support experience within financial services
• Bachelor's degree required
• Experience coordinating 20+ meetings/day, 100+ meetings weekly
• Accustomed to working in a very fast-paced, high-volume environment
• Extremely polished and professional
• Positive, high-energy, responsive
• Excellent interpersonal and communication skills
• Strong initiative and ownership of responsibilities
• Superior level of client-service orientation
• Exemplary interpersonal skills to handle sensitive and confidential situations
• Demonstrates poise, tact, and diplomacy
• Highest level of confidentiality, discretion, integrity, and trustworthiness
• Superb written and verbal communication skills
• Extremely organized and detail-oriented with strong commitment to accuracy
• Team-oriented and collaborative attitude
• Extensive knowledge of Microsoft Outlook and proficiency in Excel, Word, and PowerPoint

CRM experience

• Built-in paid overtime
• generous discretionary bonus eligibility
• medical/dental/vision
• flex spending
• wellness
• lunch/coffee bar/gym