Executive Assistant

• Provide executive-level administrative support to three senior leaders on the Value Creation team
• Manage heavy, detail-oriented calendar scheduling with multiple stakeholders
• Coordinate domestic and international travel, including flights, accommodations, and ground transportation
• Prepare and submit expense reports accurately and in a timely manner
• Serve as a professional, client-facing point of contact for internal and external stakeholders
• Support CRM-related tasks and light administrative projects for the Value Creation team as needed
• Maintain discretion and professionalism when handling confidential information
• Partner with a collaborative EA team across offices to ensure seamless coverage
• Proactively manage logistics and anticipate scheduling needs to support smooth daily operations

• 3-5+ years of Executive Assistant experience
• Background in any industry considered
• financial services experience a plus
• Strong organizational skills with excellent attention to detail
• Ability to manage volume and pace with a sense of urgency
• Professional, friendly, and approachable demeanor
• Strong written and verbal communication skills
• Proficiency in Microsoft Office and scheduling tools
• Comfortable working in a traditional, professional office environment
• Bachelor’s degree not required

financial services experience

• Fully employer-paid medical, dental, and vision coverage
• $285/month wellness stipend (gym, ClassPass, or other health-related expenses)
• $75/month cell phone reimbursement
• Catered lunch every Monday
• Uber home after 6:30pm during daylight savings time
• Pre-tax commuter benefits
• 401(k) plan (no employer match)