Executive Assistant
Core
Executive Assistant providing high-level administrative support to senior team members in the Private Wealth division, managing complex calendars, travel, and office logistics for a global financial services firm.
Role type
Senior Executive Assistant (Private Wealth)
Builds
Operational efficiency and seamless executive support for senior leadership
Domain
Financial Services / Private Wealth Management
Required skills
Calendar management, travel logistics, document creation (PowerPoint/Excel/Word), invoice processing, expense reporting, meeting coordination, stakeholder communication, confidentiality management, MS Office mastery
Preferred skills
Concur, SharePoint, Salesforce, design and editing skills
Responsibilities
Manage Outlook calendars for internal and external stakeholders; coordinate complex meetings across time zones; organize firm-wide and team events; create and format detailed presentations and documents; process invoices and expense reports; manage travel arrangements; support onboarding and offboarding processes; act as backup for Receptionist/Office Coordinator
Seniority
Senior, hands-on IC