The Founder/CEO of a boutique financial services advisory firm that is rapidly growing is seeking an experienced C-Suite level Executive Assistant with a strong background in building and managing workflows, operational efficiencies and on-going client projects. The EA will service as the true “right hand” -assisting in scheduling, project management, task management and ensuring that projects, deadlines and team deliverables stay on track.  The ideal candidate is pro-active, detail-oriented, tech savvy and highly organized with the ability to anticipate needs, manage competing priorities and operate independently.  Working with ultra-high net worth clients and their businesses and family members, the candidate must have exceptional client communication skills and a “high touch” service mentality.

About The Job:

·         Serve as the primary administrative support, “right hand” to the CEO, managing his calendar, scheduling meetings with clients and internal stakeholders

·         Act as coordinator-managing multiple projects, preparing executive summaries and prioritizing what requires the CEO’s attention

·         Draft proofread and manage emails/inbox, follow-ups, memos proposals and client communication

·         Assist in client meetings and proactive “high touch” client communications

·         Coordinate and arrange travel arrangements with detailed itineraries

·         Liaise with executive leadership, key stakeholders and clients.

·         Organize meetings, conferences, and events, ensuring all materials/reports and logistics are handled effectively with all t’s crossed

·         Track and manage deadlines, priorities, and follow-ups for the CEO

·         Update and help build specific workflows for internal processes to streamline operations  

·         Expense reporting

·         Ad hoc projects

About You:

·         At least 5 years of experience as an Executive Assistant supporting a C-Suite executive at a finance firm; experience working with HNW executives highly desired

·         Bachelor’s Degree

·         Detail-oriented and organized with exceptional problem-solving skills.

·         Professional presence with the ability to interface with internal and external stakeholders at all levels.

·         Advanced proficiency in Microsoft Office Suite; Tech savvy with experience working with AI.

·         Professional, proactive with a warm engaging personality that can engage with clients diplomatically with a “high touch” service mentality

Compensation:
Competitive base salary, annual discretionary bonus, and comprehensive health benefits package.