Job Summary

Job Description

What is the opportunity?

We're looking for an Executive Assistant to support senior leadership. This role will coordinate and manage executive scheduling and prepare and organize important strategic plans and meeting materials. This role serves as the eyes and ears for the Executive Leadership, connecting organizations, projects, and critical business information to this individual, and serves as a trusted partner to deliver on the priorities of the business.

The dynamic nature of this role requires that the ideal candidate have exemplary time management skills and the ability to identify and anticipate needs. The role must interact seamlessly and with a professional demeanor across a broad range of individuals including members of the leadership team.

• Heavy calendaring for all principals; maintenance of daily agendas, coordinate meetings, conferences and other appointments on-demand between internal and external clients
• Coordinate business travel arrangements and process expense reports accurately and promptly for principals and select salespeople
• Provide support in the preparation and production of high quality reports, invoices, and presentations
• Communicate with senior-level executives and clients with discretion and confidentiality
• Executive deliverables on time and prioritize tasks at hand
• Liaison with tech team to keep as needed
• Performs other related projects as assigned

• Expert organizational knowledge and deep understanding of the operational environment.
• 3+ years of experience as an Administrative Assistant supporting at least one senior-level executive
• Advanced in Microsoft Suite (PowerPoint, Excel, Outlook, Word)
• Strong interpersonal skills; ability to work effectively with others in a pleasant, professional manner
• Excellent organizational skills with the ability to coordinate multiple projects at the same time
• Self-starter who works independently with minimal supervision; can effectively work under pressure and meet sudden deadlines
• Able to handle confidential matters with discretion and good judgment

• Experience working in the financial services industry a plus

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business