Executive Assistant – Financial Services

A prestigious and well-established financial services firm is seeking a highly polished, proactive, and detail-oriented Executive Assistant – Financial Services to join its growing team. This organization offers a fast-paced, professional, and collaborative environment where discretion, efficiency, and exceptional executive support are highly valued.

The ideal candidate is a sophisticated administrative professional who thrives in a high-performance corporate setting, anticipates executive needs, and takes pride in delivering seamless support to senior leadership.

$42/hr - $46/hr

The Executive Assistant – Financial Services will provide high-level administrative support to senior executives within a dynamic financial services organization. This individual will be responsible for managing complex calendars, coordinating domestic and international travel, preparing executive materials, processing expenses, and ensuring daily administrative operations run smoothly.

The ideal candidate is highly organized, resourceful, polished, and comfortable supporting demanding executives in a fast-paced environment. This position requires excellent judgment, discretion, and the ability to anticipate needs while managing multiple competing priorities.

This is an excellent temp-to-permanent opportunity for an experienced Executive Assistant seeking long-term career growth within the financial services industry.

• Provide comprehensive administrative support to senior-level executives and leadership team members.
• Manage complex and frequently changing executive calendars, including scheduling meetings, appointments, and conference calls.
• Proactively identify and resolve scheduling conflicts while prioritizing executive commitments.
• Coordinate domestic and international travel arrangements, including flights, accommodations, transportation, and detailed itineraries.
• Prepare, edit, format, and proofread presentations, reports, correspondence, spreadsheets, and other executive materials.
• Coordinate internal and external meetings, including conference room reservations, catering, agendas, and meeting materials.
• Serve as a professional point of contact between executives, internal teams, clients, and external business partners.
• Manage executive correspondence, screen incoming requests, and prioritize communications appropriately.
• Prepare, submit, and track expense reports and reimbursements.
• Assist with invoice processing, administrative reporting, and maintaining accurate records.
• Maintain organized electronic filing systems and confidential executive documentation.
• Coordinate logistics for leadership meetings, client meetings, conferences, and corporate events.
• Assist with special projects, business initiatives, and ad hoc administrative requests.
• Partner with internal departments, including Finance, HR, IT, and Operations, to coordinate executive and office needs.
• Anticipate executive priorities and proactively address administrative challenges.
• Handle sensitive business and financial information with the highest level of confidentiality and professionalism.
• Provide additional administrative and operational support as needed.

• 5+ years of experience as an Executive Assistant or Senior Administrative Assistant supporting senior-level executives.
• Previous experience working within a professional corporate environment.
• Demonstrated experience managing complex executive calendars and coordinating meetings across multiple stakeholders.
• Strong experience arranging domestic and international travel.
• Proficiency in Microsoft Office, particularly Outlook, Excel, Word, and PowerPoint.
• Experience processing expense reports and managing administrative documentation.
• Exceptional organizational skills and meticulous attention to detail.
• Excellent written and verbal communication skills.
• Professional, polished, and confident demeanor.
• Ability to anticipate executive needs and independently manage competing priorities.
• Strong judgment and discretion when handling confidential information.
• Excellent time management, multitasking, and problem-solving abilities.
• Ability to remain composed and adaptable in a fast-paced, high-pressure environment.
• Strong interpersonal skills and ability to communicate effectively with executives, clients, and external stakeholders.
• Proactive, resourceful, and…