Executive Administrative Assistant - Financial Services

Job Description

Job Description

Executive Administrative Assistant - Financial ServicesJob at a Glance

Title: Executive Administrative Assistant - Financial Services
Location: NYC - onsite
Contract: W2 only
Pay: $ 35 /hour + optional medical, dental, vision, 401(k) match

Overview

This role provides administrative support to executive-level employees, with a focus on complex calendar management, meeting coordination, and travel arrangements. The position requires strong organization, discretion with confidential materials, and proficiency across Microsoft Office and proprietary applications.

Key Responsibilities

• Calendar Management – complex agenda and setting of meetings across all time zones
• Schedule and track client meetings and support, including Board and Regulatory meetings
• Domestic & International Travel arrangements; expense claims, expedited travel services
• Coordinate webcasts, video and telepresence conferences as needed
• Preparation and coordination of departmental meetings, events, and Town Halls
• Managing logistics for visitors
• Assist with the onboarding process of new hires and transfer candidates
• Ordering, replenishment, arrangement and distribution of departmental supplies
• Maintain current e-mail distribution lists in Outlook
• Modification and distribution of departmental reports
• Completion of any reasonable projects or tasks, as requested by management
• Manage principals' inbox/outbox with extensive follow up as needed
• Utilize several applications, both proprietary systems and the Microsoft Office Suite

Required Skills

• Excellent calendar management skills, including the coordination of complex executive meetings
• Well organized, detail oriented, flexible and enjoy the administrative challenges of supporting executive level employees
• Experience handling confidential materials at all levels
• Knowledge of administrative and clerical procedures and systems, such as MS Word, Excel & PowerPoint
• Experience in coordinating travel (both Domestic & International) and extensive experience in expense reporting
• Knowledge of principles and processes for providing customer and personal services
• Demonstrated ability to quickly learn and become proficient with a wide range of software applications, including both proprietary systems and the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Required Education

• Undergraduate degree in related business field of study

Preferred Skills

• A minimum of 2+ years of relevant experience

Why Should I Apply?

This opportunity offers broad exposure to executive-level support, complex scheduling, and high-visibility meeting coordination. Apply to contribute in a fast-paced environment requiring discretion, precision, and strong operational execution.

About CEI:

As a trusted technology partner, CEI delivers solutions that help our customers transform their business and achieve meaningful results. From strategy and custom application development through application management - our technology and digital experience services are tailored to meet each unique need of our customers. Our staffing solutions bring specialized skills to complement our customers' workforce and project requirements.

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