Experienced C Suite Executive Assistant

Overview

Experienced Executive Assistant In-office Opportunity

We are seeking an experienced
Executive Assistant to support two C-level executives in a fast-paced financial services firm. The ideal candidate is organized, proactive, and skilled at managing their schedules, travel, and both professional/personal calendars.

MUST have a minimum of 5 years of experience supporting at least 2 C-level executives at one time. This is an in-office role offering a salary, $75,000-$80,000, depending on the level of experience, plus a bonus.

This role requires an exceptional level of professionalism, judgment, a high degree of confidentiality, strong communication skills, and the ability to anticipate needs in a dynamic, high-growth environment.

If you have a minimum of 5 years of experience supporting at least 2 C-level executives at one time, please apply today. Top candidates will be contacted.

• Manage and prioritize complex calendars for two executives
• Coordinate travel, itineraries, and expenses
• Oversee personal appointments, reservations, and household/vendor coordination
• Streamline workflows and build processes to improve executive and team efficiency
• Prepare meeting materials, manage follow-ups, and handle confidential communication
• Serve as a primary liaison with internal and external stakeholders

• MINIMUM 5 years supporting senior or C-level executives
• Financial services industry experience
• Must have reliable transportation
• Strong organizational, communication, and problem-solving skills
• Ability to manage multiple priorities with discretion and professionalism
• Authorized to work in the United States
• No need for a Visa sponsorship
• Must be a local candidate
• Proficiency with Excel & Canva

$70,000 - $80,000 per year

We are a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth-oriented environment is ideal for individuals passionate about financial planning, relationship building, and long-term client success.

• Play a key role in delivering tailored, high-quality financial planning
• Make a direct impact in a boutique, client-centered environment
• Collaborate with experienced advisors and expand your industry expertise
• Thrive in a firm that values professionalism, precision, and lasting client relationships
• Access ongoing professional development and meaningful career advancement opportunities