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Apex Clearing Logo Apex Clearing · Office Administration

Senior Executive Assistant

United States of America, New York 88000.00 - 110000.00 USD / Year · Job Posted April 11, 2026
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Job Description

The Senior Executive Assistant to the Commercial Organization (sales, business development, communications, and marketing) is well-organized, detail-oriented, flexible, and possesses superior verbal and written communication skills. This position requires a highly organized, proactive, and resourceful individual who can manage multiple tasks and projects with a high degree of professionalism and confidentiality. The Senior Executive Assistant will serve as a key liaison between the executive and internal/external stakeholders.

Job Responsibility

  • Calendar Management: Maintain and oversee executive(s) calendars, ensuring efficient scheduling and organization of meetings, appointments, and events
  • Travel Coordination: Plan and coordinate comprehensive travel arrangements including flights, accommodations, ground transportation, and detailed itineraries. Manage travel disruptions and provide real-time support
  • Communication Management: Manage incoming and outgoing communications, including handling calls, emails, and other forms of electronic communication, ensuring concise and professional exchanges
  • Expense Reporting: Handle the processing and management of expense reports with attention to accuracy and timeliness
  • Event Planning: Assist in the planning and execution of corporate events, providing support in logistical arrangements and execution
  • Research and Reporting: Conduct light research tasks and prepare reports as required to support executive decision-making
  • Priority Management: Assist the executive in establishing priorities, managing time effectively to ensure focus on critical tasks
  • Project Management: Lead special projects from inception through completion, coordinating cross-functional teams and ensuring deliverables meet deadlines

Requirements

  • High School Diploma or GED required
  • Associate's degree in Business Administration, Communications, or a related field preferred
  • 5+ years of experience as an executive assistant or in a similar administrative role, preferably supporting senior executives
  • Strong, high volume, multi-calendar management experience required
  • Advanced proficiency Microsoft 365 Suite, including Outlook, Teams, Word, Excel, and PowerPoint
  • Experience with project management tools (Monday.com, or similar) preferred

Nice to have

  • Experience in handling sensitive and confidential information with a high degree of integrity
  • Proven ability to adapt to changing schedules and working conditions
  • Exceptional multitasking and organizational skills, able to prioritize effectively
  • Experience in corporate event planning and coordination
  • Prior experience utilizing AI to automate tasks and work activities
  • Experience in fintech, banking, or financial services environment
  • Understanding of financial services regulations and compliance requirements
  • Demonstrated ability to work effectively in a high-growth technology environment

What we offer

  • Healthcare benefits (medical, dental and vision, EAP)
  • Competitive PTO
  • 401k match
  • Parental leave
  • HSA contribution match
  • Paid subscription to the Calm app
  • Generous external learning and tuition reimbursement benefits
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