Executive Assistant

Position Overview Our client, a well-established wealth management organization, is seeking a highly organized, proactive, and polished Executive Assistant to provide administrative and operational support to senior leadership. This individual will play a key role in ensuring the executive team operates efficiently while helping maintain a high level of service for clients and internal stakeholders. The ideal candidate is resourceful, detail-oriented, and comfortable working in a fast-paced, client-focused environment. This role requires exceptional organizational skills, sound judgment, discretion when handling confidential financial and client information, and the ability to anticipate executive needs.

Key Responsibilities

• Provide comprehensive administrative support to senior executives and leadership, managing day-to-day priorities and administrative needs.
• Proactively manage complex calendars, coordinate internal and external meetings, and resolve scheduling conflicts.
• Coordinate domestic and international travel arrangements, including flights, accommodations, transportation, and detailed itineraries.
• Prepare, edit, and format correspondence, presentations, reports, and other executive-level materials.
• Serve as a professional point of contact for clients, business partners, and internal stakeholders.
• Coordinate client meetings, including conference room reservations, meeting materials, and follow-up communications.
• Manage incoming calls, emails, and correspondence, prioritizing requests and ensuring timely follow-through.
• Handle confidential financial, business, and client information with the highest level of discretion.
• Assist with expense reporting, invoice processing, and reconciliation of executive expenses.
• Track action items, deadlines, and follow-ups to ensure important priorities remain on schedule.
• Assist with special projects, event coordination, and other administrative initiatives as needed.
• Partner with other administrative professionals to ensure seamless office operations and executive support.

Qualifications

• 3–5+ years of experience supporting senior executives in an Executive Assistant or high-level administrative support capacity.
• Previous experience in wealth management, financial services, investment management, banking, or professional services preferred.
• Exceptional calendar management, organizational, and time management skills.
• Advanced proficiency in Microsoft Office, particularly Outlook, Word, PowerPoint, and Excel.
• Excellent written and verbal communication skills with a polished and professional demeanor.
• Strong attention to detail and the ability to manage competing priorities in a fast-paced environment.
• Demonstrated ability to anticipate needs, exercise sound judgment, and work independently.
• Experience handling confidential and sensitive information with discretion.
• Strong client service orientation and the ability to interact professionally with high-net-worth individuals and business partners.

Ideal Candidate The successful candidate is a proactive, service-oriented professional who takes ownership of responsibilities and thrives in a high-touch, relationship-driven environment. They possess the ability to anticipate executive needs, manage competing priorities, and deliver exceptional administrative support while maintaining the highest standards of professionalism and confidentiality. Experience supporting executives in a wealth management or financial services environment is highly desirable.