Executive Assistant

Client: Established financial services organization Title: Executive Assistant & Board Liaison Salary: $40–$45 per hour Location: Rye, NY

Job Description:

An established financial services organization is seeking an experienced Executive Assistant & Board Liaison for a temporary assignment expected to run through at least the end of April. This role is heavily focused on Board and committee support, with additional direct support to the CEO. The ideal candidate will be highly organized, polished, discreet, and comfortable managing board communications, governance-related deadlines, meeting logistics, and executive-level administrative needs.

Responsibilities

• Manage the full lifecycle of Board and committee meetings, including scheduling, agendas, materials, invitations, and follow-up.
• Serve as a primary point of contact for Board members and executive leadership.
• Prepare and distribute Board and committee materials and meeting decks.
• Attend Board and committee meetings and take detailed meeting minutes.
• Track required Board training, compliance items, governance documentation, and related deadlines.
• Coordinate Board events, conferences, travel, dinners, presentations, and meeting logistics.
• Support annual and recurring governance activities, including committee meetings and Board assessments.
• Manage CEO scheduling, meetings, travel arrangements, and ad hoc administrative needs.
• Prepare correspondence, reports, presentations, and confidential documents.
• Track receipts, expenses, invoices, and related executive and Board documentation.
• Assist with special projects and provide logistical support as needed.

Qualifications

• 5+ years of Executive Assistant, Board Liaison, or similar senior administrative experience preferred.
• Experience working directly with a Board of Directors strongly preferred.
• Strong written communication, grammar, and meeting-minutes experience.
• Highly organized with strong attention to detail and follow-through.
• Professional, discreet, and comfortable handling confidential information.
• Strong Microsoft Office skills and ability to learn new systems quickly.
• Able to work independently, anticipate needs, and manage multiple priorities.
• Financial services or financial institution experience is a plus, but not required.
• High school diploma or equivalent required.

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