Executive Assistant

About Madan+ Madan+ (M+) is a boutique financial services firm specializing in premium financing and private client services for ultra-high-net-worth clients. With a commitment to advisor education and industry leadership, M+ delivers innovative solutions through its M+U educational programming and dedicated client service approach. Core Values Win. Win. Win - Every decision must create an integrity-based win for, the Client, our Partners, the Firm. If one side loses, it is not a win. If alignment is compromised, we walk away. We do not pursue transactions that sacrifice long-term trust, reputation, or enterprise strength. We walk away from revenue that does not meet this standard. Unequivocal Excellence - Excellence defines how we operate. Across people, product, process, and experience, we execute with precision. Our standards are high, and we improve continuously. Unreasonable Hospitality - We take ownership of the experience. We anticipate needs before they are voiced and communicate with clarity and consistency. Our service is intentional, refined, and extended to every relationship we steward. People People - We communicate directly and respectfully. We support each other’s growth and hold one another to high standards. We address issues openly and take ownership of outcomes. Trust is built through clarity and accountability. Our Standards - Our core values define how we work and how we show up for one another. They are expectations, not suggestions. 3 = Consistently lives the value 2 = Sometimes lives the value 1 = Often does not live the value There are no 1s and no more than one 2. Living these values consistently is required to be part of M+. Role Overview A fast-growing firm specializing in strategic wealth planning and advisory services for high-net-worth clients is seeking a sharp, proactive Executive Assistant to support a C‑Suite Executive. This high‑impact role goes beyond traditional administrative tasks, serving as a strategic partner to ensure the Executive remains focused on high‑value initiatives by managing schedules, communications, and special projects. Ideal candidates thrive in fast‑paced environments, exercise discretion, and excel at anticipating needs and solving problems. What great looks like in this role A high‑performing EA in this role will make the leader feel organized, prepared, protected, and supported. They will ensure advisors have better visibility into their pipeline, marketing receives what it needs earlier, internal teams have clearer ownership, and clients and partners experience faster and more professional follow‑through. The role is both proactive and reactive — but skews heavily proactive. The EA is not responsible for doing what is asked. The EA is responsible for making sure the right things happen. Key Responsibilities Strategic Partnership & Executive Support: Serve as a trusted strategic partner to senior leadership by proactively anticipating needs, preparing executives for meetings and decisions, and surfacing relevant information before it's requested. Exercise exceptional discretion in managing sensitive and confidential information, including board matters, personnel issues, and M&A activity. Act as a primary gatekeeper and liaison for all incoming communications, prioritizing and triaging on behalf of the executive, and building strong relationships with key internal and external stakeholders. Calendar & Travel Management: Own and manage complex, high-volume executive calendars across multiple time zones, resolving conflicts and making independent prioritization decisions aligned with business objectives. Coordinate end-to-end domestic and international travel logistics including flights, accommodations, ground transportation, visa requirements, and detailed itineraries. Plan and execute high-stakes on-site and off-site events such as board meetings, executive off‑sites, client summits, and leadership retreats, managing vendor relationships and budgets where applicable. Communications & Correspondence: Draft, edit, and proofread executive-level communications including board reports, client correspondence, internal memos, and presentation materials — often with little to no direction. Develop and maintain the executive's voice across written communications. Manage inbox priorities and draft responses on the executive's behalf, ensuring timely and professional engagement with all stakeholders. Project & Initiative Management: Serve as an operational anchor for cross-functional strategic initiatives by tracking action items, deadlines, and deliverables across internal teams and external partners. Create and maintain project tracking tools (dashboards, trackers, status reports) to ensure leadership has real-time visibility into progress. Follow up proactively with stakeholders to remove roadblocks and maintain momentum on priority work streams. Administrative Operations & Team Support: Oversee all meeting logistics, including agendas, pre-read materials, AV/technology setup, and post-meeting follow-ups with action items and minutes. Support high-visibility company events such as client briefings, board presentations, town halls, and investor meetings. Provide mentorship and backup coverage to junior administrative staff, contributing to a cohesive and high-performing administrative function. Manage expense reporting, budget reconciliation, and invoice processing for the executive's office. Qualifications & Requirements 8–10 years of progressive executive admin experience supporting C-level leaders. Advanced proficiency in MS Outlook, PowerPoint, and Excel. Experience with Asana and Salesforce is a plus. What Madan+ Offers (Benefits) Competitive base salary, plus a discretionary bonus Comprehensive medical, dental, and vision insurance Paid time off, paid holidays A collaborative, high-performance culture that celebrates client wins and individual growth Madan+ is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. This position profile is intended to convey information essential to understanding the scope of the role and is not an exhaustive list of skills, efforts, duties, or responsibilities associated with the position. #J-18808-Ljbffr