Our client, a successful financial advisory firm, is looking for a high-level, strategic Executive Assistant to support the President/CEO and Chairman of the Board. This dynamic position deals with highly confidential information and is responsible for managing a high volume of tasks and projects with competing priorities and deadlines in a fast-paced environment.

To be successful, the Executive Assistant must possess the ability to anticipate needs, think critically, be resourceful, and offer solutions to problems with a high level of professionalism and discretion. The Executive Assistant must also demonstrate significant individual initiative as well as the ability to work collaboratively with a variety of individuals.

Overall, this position requires highly effective skills in diplomacy, collaboration, teamwork, organization, prioritization, creativity, discretion, judgment, courtesy, empathy, and resilience.

About the Role

High-level administrative support for the President/CEO

●      Serves as the primary liaison between the CEO and internal departments, demonstrating leadership to maintain credibility, trust, and support with executive and senior management staff.

●      Communicates directly, and on behalf of the CEO, with outside business contacts.

●      Manages the CEO’s complex schedule by:

○      Maintaining an intimate knowledge of the CEO’s schedule in order to respond to and communicate on real-time inquiries and/or changes.

○      Proactively anticipating the CEO’s priorities for optimal calendar management, channel information to maintain Executive decision processes, and ensure the CEO is adequately prepared with required meeting material.

●      Managing incoming communications and meeting requests by responding independently when possible, based on knowledge of the CEO’s preferences, or by delegating issues to the appropriate level of staff to increase the CEO’s effectiveness.

●      Arranges CEO’s corporate travel and processes subsequent expense reports.

●      Prioritizes all incoming correspondence and directs it to appropriate internal staff with instructions and/or suggestions for preparation of reply.

●      Coordinates and communicates the logistics for all leadership meetings and Home Office functions, determining when it is appropriate to handle all logistics directly or to work with the Meetings and Events department.

●      Other ad hoc projects; researches and manages special projects, runs errands.

Support for the Board of Directors

●      Provides administrative support, as needed, to the Chairman of the Board, to include scheduling appointments and processing expense reimbursements.

●      Coordinates and communicates the logistics for all Board of Directors meetings, including committee meetings, outside director calls and conference calls.

●      Manages the onboarding and offboarding logistics of Board of Directors.

●      Processes expense reimbursements and compensation requests for the Board of Directors.

●      Communicates and manages meeting content deliverables from both an intake and outflow perspective for Board of Director meetings.

●      Manages the request and approval process for all events/engagements attended by members of the Board.

●      Other ad hoc projects.

About You

●      Bachelor’s degree required.

●      At least 7 years of experience supporting a C-Suite executive, preferably in the finance space.

●      Strong written and verbal communication skills

●      High proficiency with Microsoft Office Suite; daily experience with general AI and an interest in improving processes using AI as the firm grows.

●      Ability to run projects from start to finish.

●      Handle highly sensitive information with absolute discretion.

●      High emotional intelligence and sound judgment.

●      You thrive in ambiguity and are energized by anticipating needs rather than reacting to them.

●      You value discretion, team collaboration, loyalty, and long-term partnerships.

●      You are highly organized, detail-oriented, and capable of managing multiple priorities.

●      You communicate with warmth, clarity, and confidence.

●      You bring polish and presence, while remaining grounded and approachable, with a “high touch” service mentality.