Executive Assistant

• Coordinate and manage executive schedules, ensuring all meetings, appointments, and travel arrangements are efficiently planned
• Serve as the primary point of contact for correspondence and communication on behalf of executives
• Organize and facilitate conference calls, meetings, and presentations using platforms such as Cisco Webex
• Maintain accurate records and documentation, including timekeeping using systems like Kronos
• Handle expense reporting and financial tasks through tools such as Concur
• Assist with CRM data entry and updates to streamline business operations
• Ensure timely and detail-oriented correspondence, including drafting and editing emails, memos, and other documentation
• Support event planning and logistics for executive and team gatherings
• Monitor and manage deadlines, ensuring priorities are met across multiple tasks
• Collaborate with internal and external stakeholders to address inquiries and resolve issues promptly

• Proven experience as an Executive Assistant or in a similar role, preferably within the financial services industry
• Proficiency in tools such as Cisco Webex Meetings, Concur, Kronos Timekeeping System, and CRM platforms
• Strong command of calendar management and scheduling for senior executives
• Excellent written and verbal communication skills, with attention to detail
• Ability to handle confidential information with discretion and professionalism
• Exceptional organizational and multitasking abilities to manage competing priorities
• Familiarity with ADP and financial reporting processes is a plus
• Demonstrated ability to work independently while also collaborating effectively in a team environment

Familiarity with ADP and financial reporting processes

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan