Executive Assistant
Core
Provide exceptional administrative support to the Private Client Team, managing communications, scheduling, travel, and document preparation for executives and clients.
Role type
Executive Assistant
Builds
Internal and external communications, meeting logistics, and client/vendor coordination for the Private Client Team
Domain
Financial services / Investment management
Deliverable
product features
Required skills
Organization, attention to detail, Microsoft Office (Word, Excel, PowerPoint), Salesforce data management, AI tool usage
Preferred skills
Tact, discretion, process improvement mindset
Technologies
Salesforce, Microsoft Office Suite, AI tools
Responsibilities
Coordinate executive communications and administrative support; Manage multiple priorities independently; Prepare and maintain documents, presentations, and reports; Coordinate meeting logistics; Manage and maintain data integrity within Salesforce; Leverage AI tools to enhance productivity
Seniority
Entry-level to Junior