Executive Assistant

Executive AssistantA growing financial services organization is seeking a polished, proactive, and highly organized Executive Assistant to support senior leadership in a fast-paced, client-focused environment.This is a high-impact position for someone who thrives on creating structure, managing priorities, and keeping executives operating at their highest level. The ideal candidate comes from a wealth management, financial advisory, banking, insurance, or professional services background and understands the importance of discretion, follow-through, and exceptional client service.You'll serve as a trusted partner to executive leadership, helping manage competing priorities, coordinating key initiatives, maintaining critical client and business relationships, and ensuring nothing falls through the cracks. This role requires someone who is resourceful, detail-oriented, and comfortable taking ownership without needing constant direction.Key ResponsibilitiesManage complex executive calendars, scheduling, and meeting coordinationMonitor, prioritize, and organize executive communications, ensuring timely follow-up and actionPrepare daily executive briefings highlighting priorities, meetings, deadlines, and action itemsTrack and maintain client and business relationships within CRM systemsCoordinate executive meetings, presentations, speaking engagements, and special eventsManage document collection, organization, and administrative workflowsAssist with client-related administrative processes and ensure accurate record keepingPartner with internal teams, vendors, and external stakeholders to drive projects and initiatives forwardTrack deliverables, deadlines, and follow-up items to ensure commitments are completedHandle sensitive financial, business, and personal information with the highest level of confidentialitySupport operational and strategic projects as neededQualifications3+ years of Executive Assistant, Senior Administrative Assistant, or comparable executive support experienceExperience within wealth management, financial services, banking, insurance, accounting, or another professional services environmentStrong understanding of executive support, client service, and business operationsExperience working with CRM systems (Salesforce experience strongly preferred)Advanced proficiency with Microsoft Office Suite and business communication toolsExceptional organizational and time-management skillsStrong attention to detail with a commitment to accuracyExcellent written and verbal communication skillsAbility to manage multiple priorities while maintaining professionalism and composureProven ability to anticipate needs, solve problems, and execute with minimal oversightPreferred ExperienceSupporting C-suite executives, founders, or senior leadership teamsSalesforce CRM experienceExperience in wealth management, financial planning, investment management, banking, or insuranceExposure to client documentation, financial paperwork, or regulated industriesEvent coordination, executive meeting planning, or client-facing initiativesWhat We're Looking ForHighly organized and detail-orientedProactive rather than reactiveStrong sense of ownership and accountabilityProfessional, polished, and client-focusedExcellent follow-through and executionAble to balance competing priorities without sacrificing qualityTrusted partner who can anticipate needs and stay one step aheadBenefits & PerksBlue Cross Blue Shield PPO Medical Coverage with multiple plan options available401(k) with up to 4% employer match10 days of PTO starting in year one, with additional PTO earned based on tenurePaid Birthday OffPaid Company HolidaysDirect access to executive leadership and decision-makersHigh-visibility role with significant impact on daily operationsProfessional, collaborative office environmentCulture built on accountability, integrity, teamwork, and client serviceIf you're a driven Administrative Assistant or Executive Assistant who enjoys supporting high-performing leaders, creating organization from complexity, and playing a key role in business success, we'd love to hear from you!