Executive Assistant

• Coordinate and manage calendars, appointments, and meetings for executives
• Prepare presentations, reports, and other well-organized documents
• Handle client communication and maintain strong relationships
• Organize travel arrangements and logistics for team members
• Assist with compliance-related tasks to ensure adherence to company policies
• Support financial-related tasks, including billing processes and company-specific functions
• Provide administrative assistance to two executives, ensuring their schedules and priorities are managed efficiently
• Collaborate with team members to ensure seamless operations in a hybrid work environment
• Utilize Microsoft Office and other software tools to complete tasks effectively
• Maintain a high level of confidentiality and professionalism in all aspects of the role

• Bachelor's degree is required
• Minimum of 7 years of experience in an executive assistant or similar administrative role
• Experience in the financial services industry is highly preferred
• Proficiency in Microsoft Office and Adobe software
• Strong organizational and time-management skills
• Excellent communication skills, both written and verbal
• Ability to work independently and adapt to a flexible schedule

Prior experience with compliance tasks or paralegal functions

• Flexible schedule
• Competitive compensation and benefits
• Free online training
• Medical, vision, dental, life and disability insurance
• 401(k) plan