Executive Assistant, Wealth Management (EquityZen)
Core
Executive Assistant supporting leadership team in Private Markets & EquityZen, managing schedules, travel, events, and business unit administration.
Role type
Senior Executive Assistant
Builds
Operational support for senior executives and business unit administration
Domain
Financial Services / Wealth Management / Private Markets
Required skills
Schedule management, Travel coordination, Meeting planning, Expense management, Presentation creation, Business administration
Preferred skills
Financial services industry familiarity, Advanced Microsoft Office skills, Executive communication, Event planning
Technologies
Outlook, Word, PowerPoint, Excel
Responsibilities
Managing complex schedules and resolving conflicts, Handling travel arrangements and itineraries, Vetting and prioritizing meeting requests, Organizing and submitting expenses, Planning and implementing events, Managing business unit administration including real estate and onboarding, Creating presentations and meeting summaries, Shadowing executives or serving as proxy in offices
Seniority
Senior, hands-on IC
