An esteemed financial firm is on the lookout for a dynamic and resourceful Senior Executive Assistant to support the CEO. In this high-impact role, you’ll be the trusted right-hand, managing extensive travel across the globe and serving on numerous prestigious boards. You’ll be at the center, expertly managing shifting priorities and critical schedules. This is more than just an assistant role—you’ll be a true partner, entrusted with confidential information and key relationships inside and outside the firm.

This opportunity is tailor-made for you if you’re tech-savvy, brimming with fresh ideas, and thrive in fast-paced environments. Your proactive mindset, positive energy, and can-do attitude will be highly valued. With the chance to lead special projects and real potential for career advancement, this role offers an exciting path forward.

Responsibilities

• Manage and maintain a complex and extensive calendar with multiple changes daily.
• Formatting, editing, proofreading, preparing, and ensuring timely delivery of all designated client projects.
• Organizing and managing all travel itineraries (both domestically and globally), meetings, and board meetings with continued updates and changes.
• Support the CEO and client relationship, including consultant expenses, client invoices/receivables, and other financial reports.
• Create and maintain an efficient file management and follow-up system for all processes.
• Manage client communications, consistently building strong relationships and rapport internally and externally.
• Uphold the accuracy, quality, and integrity of all information in the database.
• Maintain and develop job-related skills by attending company learning programs and keeping up-to-date with job/industry-related reading.
• Generates new ideas through creative approaches and better ways of doing things.
• Sets priorities and reviews progress against goals regularly.
• Multitasks effectively and efficiently.

Ideal Experience

• College degree desired.
• 6+ years of administrative experience in roles requiring strong project coordination.
• Demonstrates business acumen and financial awareness.
• Proficient knowledge of all Microsoft Office products.
• Experience with Google Docs, Google Drive, Airtable.
• Exposure and interest in utilizing AI, bring your cutting-edge tech skills.
• Excellent communication skills—verbal, written, and listening.
• Experience dealing with people at all levels of an organization, getting and giving often complex and sensitive information in both verbal and written communications.
• Professional services experience is a plus.

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