EA to CIO

Title:

Executive Assistant to CIO (Park Ridge, IL).

Full‑Time, On‑Site. Annual salary range $120,000–$140,000 plus performance‑based bonus.

• Manage complex calendars for three executives, balancing internal meetings, client commitments, board responsibilities, and personal appointments.
• Anticipate scheduling conflicts and proactively prioritize competing demands.
• Coordinate detailed domestic and international travel, including flights, hotels, ground transportation, dining reservations, and comprehensive itineraries.
• Prepare and reconcile expense reports, corporate credit card statements, and reimbursements accurately and on time.

• Act as a professional first point of contact for clients, business partners, and external advisors.
• Prepare meeting agendas, presentations, reports, and follow‑up materials in partnership with internal teams.
• Ensure executives are fully prepared for meetings with all relevant documentation and briefing materials.

• Oversee the day‑to‑day running of the office, including vendor relationships, office supplies, equipment, mail, and visitor hospitality.
• Support firm‑wide initiatives, operational improvements, and special projects.
• Help maintain a polished, efficient, and welcoming office environment.

You are a career Executive Assistant who enjoys supporting senior leaders in a professional services, financial services, family office, legal, or similarly high‑touch environment. You are resourceful, adaptable, and comfortable juggling multiple priorities while maintaining exceptional attention to detail. You'll ideally bring:

• 5+ years of executive assistant experience supporting senior executives.
• Experience supporting multiple executives simultaneously.
• Outstanding organizational, communication, and relationship management skills.
• A calm, solutions‑oriented approach under pressure.
• The ability to work on‑site full‑time in Park Ridge, IL, Boston, MA, or Salt Lake City, UT, with occasional flexibility outside standard business hours when required.

• Wealth management, financial services, private banking, or family office experience.
• Experience using Asana or similar project management software.
• Confidence using AI productivity tools such as Claude for drafting, research, and meeting preparation.
• Notary Public certification, or willingness to obtain one.