Executive Assistant to the President

Executive Assistant

Job Description:

The Executive Assistant will provide support to a leader at this financial services and wealth management firm in their NYC office.

The Executive Assistant will provide seamless administrative support and serve as a liaison with key internal and external partners, requiring a clear understanding of the firm's priorities and the ability to build effective working relationships across departments and seniority levels.

 Primary Responsibilities:

• Manages a complex calendar, with discretion to prioritize and adjust based on criticality and understanding of the business
• Proactively tracks key deliverables, tasks, approvals, and deadlines on behalf of the President, while ensuring the President is well-informed of upcoming meetings, commitments, and responsibilities 
• Responds to incoming calls and inquiries with sound judgment, facilitating timely and appropriate communication and access
• Liaises with key stakeholders, including but not limited to, the President’s leadership team, Executive Committee members, and clients
• Partners with Marketing to execute important events including annual Wealth Management conferences and multi-day offsites and onsites
• Coordinates internal and external meetings, including reserving conference rooms, setting up videoconferencing, catering, and making restaurant reservations; supports the preparation, coordination, and distribution of relevant meeting materials
• Manages board logistics and relevant documentation
• Utilizes Salesforce as a primary relationship-management tool to document, track, and maintain client interactions, activity, and information
• Creates and assembles polished PowerPoint presentations as well as draft written communications
• Plans and arranges frequent travel in Concur for air, hotel, and transportation; provides itineraries, agendas, and relevant background information for travel
• Assists with expense reports and invoice processing, or other administrative tasks as needed 
• Drives special projects as needed

 Qualifications:

• Bachelor's degree strongly preferred 
• 10+ years of successful experience, preferably in a client-driven, technology, banking, or financial environment supporting senior executives 
• Ability to handle highly confidential, organizational, and personnel-related information with discretion 
• Demonstrated ability to prioritize and manage multiple projects concurrently 
• Exceptional interpersonal and organizational skills
• Excellent verbal and written communication skills
• Sense of urgency in responsiveness and completion of tasks
• Acute attention to detail and regard for accuracy
• Uncompromising commitment to quality and client service 
• Proven ability to work well in and contribute to a team environment 
• Experience managing and coordinating complex onsites and offsites 
• Advanced proficiency in Microsoft Office (Word, PowerPoint, Excel), Adobe, Salesforce; comfortable using Microsoft Teams and One Drive, with knowledge of Concur and DocuSign a plus