Executive Administrative Assistant
Core
Provide high-level executive administrative support to an Executive Vice President and leadership team, managing complex schedules, travel, and client engagement logistics.
Role type
Senior Executive Administrative Assistant
Builds
Operational efficiency for executive leadership and seamless client-facing experiences
Domain
Financial Services / Wealth Management
Deliverable
production administrative support
Required skills
Calendar management, travel coordination, expense management, document preparation, inbox management, gatekeeping, meeting logistics
Preferred skills
Financial services industry experience, Microsoft Office certification
Technologies
Microsoft Office (Excel, PowerPoint, Outlook, Word), Concur
Responsibilities
Manage heavy travel arrangements including air, lodging, and transportation; coordinate small-group client meetings with advisors and leadership; manage executive inbox and act as gatekeeper; prepare and review meeting documents; organize department events and town halls; process expense reports in Concur; maintain distribution lists
Seniority
Senior, hands-on IC
