Executive Assistant; Financial Services

The Executive Assistant provides high-level administrative and operational support to senior leadership within a financial services firm. This role requires exceptional discretion, organizational skills, and the ability to manage complex schedules, sensitive information, and competing priorities in a highly regulated and deadline-driven environment. The ideal candidate is proactive, detail-oriented, and comfortable interfacing with clients, internal stakeholders, and external partners.

$55-60k/year

This is a fully onsite opportunity.

• Manage complex executive calendars, including scheduling meetings, board sessions, client calls, and travel
• Coordinate domestic and international travel arrangements, including itineraries, accommodations, and expense reporting
• Prepare, review, and edit executive correspondence, presentations, reports, and financial documents
• Organize and support board meetings, investor meetings, and executive-level presentations
• Handle sensitive and confidential information with a high degree of discretion and professionalism
• Assist with compliance-related documentation, regulatory filings, and audit preparation as needed
• Maintain organized digital and physical filing systems for contracts, financial records, and executive materials

• 3+ years administrative assistant or executive assistant experience
• Prior experience working for a financial services or accounting firm