Executive Assistant
Core
Manage calendars, travel, and administrative operations for C-suite executives and senior sales leaders in the financial services industry.
Role type
Senior Executive Assistant
Builds
Operational support for senior leadership and sales enablement
Domain
Financial Services / Private Wealth Management
Required skills
Calendar management for senior executives, Complex domestic and international travel coordination, Expense report processing, Meeting logistics and agenda preparation, Inbox management and communication proxy, Multi-stakeholder coordination
Preferred skills
Sales or financial services team support experience, Cross-time zone coordination, Familiarity with expense and travel management tools
Technologies
Calendar management tools, Expense management systems, Travel booking platforms
Responsibilities
Manage calendars and global travel for CFO and Heads of Sales/Distribution, Support sales team with travel and meeting materials, Process expense reports for leadership, Assist Chief of Staff with business development project management, Provide backup administration for C-suite executives, Coordinate office operations across multiple locations
Seniority
Senior, hands-on IC