CareerPlan

Senior Executive Assistant

Houston, TX, USFull-time2026-11-07 → 2026-11-09
On-site

Core

Partner with senior leaders in a Commercial and Investment Bank to manage complex calendars, travel, and office operations while supporting large-scale events and client interactions.

Role type

Senior Executive Assistant (Financial Services)

Builds

Office operations, executive schedules, client meeting logistics, and event execution

Domain

Financial Services / Investment Banking

Required skills

Calendar management, complex travel planning, stakeholder liaison, event planning, confidential data handling, expense processing, Microsoft tools (Excel, PPT, Teams), LLM usage

Preferred skills

Experience supporting revenue producers in sales/financial services, fluency in market visit planning

Responsibilities

Manage and screen incoming interactions as primary liaison; arrange complex domestic and international travel; manage dynamic calendars and prioritize last-minute changes; support local event planning and employee engagement; provide site support including client greeting and facilities maintenance; process T&E expense claims; maintain confidential data and enforce internal controls

Seniority

Senior, hands-on IC