Executive Assistant

• Manage and maintain executive calendars, ensuring efficient scheduling and timely updates
• Arrange and coordinate complex travel plans, including booking flights, accommodations, and transportation
• Prepare materials and agendas for executive meetings, ensuring all required information is available
• Act as a liaison between executives and internal or external stakeholders, facilitating clear communication
• Handle confidential information with discretion and maintain professionalism in all interactions
• Monitor and prioritize incoming communications, responding or redirecting as needed
• Organize and oversee special projects or events as directed by senior leadership
• Ensure compliance with company policies and procedures in the execution of administrative tasks
• Troubleshoot scheduling conflicts and adapt plans to accommodate changes effectively

• Proven experience as an Executive Assistant or in a similar administrative role
• Strong proficiency in calendar management and scheduling tools
• Skilled in arranging and coordinating travel plans, with attention to detail
• Excellent written and verbal communication skills
• Ability to handle sensitive information with discretion and professionalism
• Strong organizational skills and the ability to prioritize tasks effectively
• Proficiency in standard office software, including Microsoft Office Suite
• Experience in the financial services industry is preferred but not required

Experience in the financial services industry

medical, vision, dental, life and disability insurance, 401(k) plan