Financial Services Executive Assistant

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Strategy & Advisory New York , NY Contract On-Site Aug 21, 2026

Senior Executive Assistant

This role involves providing comprehensive administrative and operational support to senior executives within a dynamic environment. The successful candidate will manage complex calendars, coordinate meetings and travel, and oversee multiple projects to ensure seamless organizational flow.

787 7th Avenue New York NY 10019 United States

$58/hr W2 + optional benefits (Medical, Dental, Vision, and 401k)

Long-term contract with extension/conversion possibility

• Executive calendar management, including complex scheduling across all time zones.
• Support and track client meetings, including Board and Regulatory meetings.
• Arrange domestic and international travel, accommodations, and expense claims.
• Coordinate and manage Microsoft Teams video conferences and weekly team-wide calls.
• Prepare and coordinate departmental meetings, events, and Town Halls.
• Create, edit, and prepare emails, organization charts, and presentations.
• Manage logistics and schedules for visitors and support senior executives during their visits.
• Handle incoming and outgoing communications, maintaining and creating email distribution lists in Outlook.
• Complete projects or tasks as requested by management, utilizing various application systems including iValua/MyPortal, MyIAM, and Concur.
• Manage scheduling and calendar management for executives, including travel arrangements and preparing documents for meetings.
• Maintain records and ensure confidential files are organized.
• Handle expense reports and budget tracking.
• Act as the first point of contact for internal and external stakeholders, drafting and editing correspondence.
• Coordinate information flow between departments to maintain clarity and alignment.
• Oversee multiple projects simultaneously and track progress toward milestones.
• Assist with event planning and team initiatives.
• Improve workflow efficiency through organization and clear prioritization.

• Proficiency in Microsoft Office, Concur, and procurement software (ideally iValua/MyPortal).
• Background supporting financial institutions.

• From your first day, you’ll have the support and resources needed to grow your career to new heights and direction.
• Get ready to impact the lives of millions as you work together to create amazing experiences and breakthrough products at an exciting pace.

As a trusted technology partner, CEI delivers solutions that help our customers transform their business and achieve meaningful results. From strategy and custom application development through application management - our technology and digital experience services are tailored to meet each unique need of our customers. Our staffing solutions bring specialized skills to complement our customers' workforce and project requirements.