Executive Assistant - Financial Services

Client Overview

A prestigious and well-established financial services firm is seeking a highly polished, proactive, and detail-oriented Executive Assistant Financial Services to join its growing team. This organization offers a fast-paced, professional, and collaborative environment where discretion, efficiency, and exceptional executive support are highly valued.

The ideal candidate is a sophisticated administrative professional who thrives in a high-performance corporate setting, anticipates executive needs, and takes pride in delivering seamless support to senior leadership.

Salary/Hourly Rate

$42/hr - $46/hr

Position Overview

The Executive Assistant Financial Services will provide high-level administrative support to senior executives within a dynamic financial services organization. This individual will be responsible for managing complex calendars, coordinating domestic and international travel, preparing executive materials, processing expenses, and ensuring daily administrative operations run smoothly.

The ideal candidate is highly organized, resourceful, polished, and comfortable supporting demanding executives in a fast-paced environment. This position requires excellent judgment, discretion, and the ability to anticipate needs while managing multiple competing priorities.

This is an excellent temp-to-permanent opportunity for an experienced Executive Assistant seeking long-term career growth within the financial services industry.

Responsibilities Of The Executive Assistant Financial Services

• Provide comprehensive administrative support to senior-level executives and leadership team members.
• Manage complex and frequently changing executive calendars, including scheduling meetings, appointments, and conference calls.
• Proactively identify and resolve scheduling conflicts while prioritizing executive commitments.
• Coordinate domestic and international travel arrangements, including flights, accommodations, transportation, and detailed itineraries.
• Prepare, edit, format, and proofread presentations, reports, correspondence, spreadsheets, and other executive materials.
• Coordinate internal and external meetings, including conference room reservations, catering, agendas, and meeting materials.
• Serve as a professional point of contact between executives, internal teams, clients, and external business partners.
• Manage executive correspondence, screen incoming requests, and prioritize communications appropriately.
• Prepare, submit, and track expense reports and reimbursements.
• Assist with invoice processing, administrative reporting, and maintaining accurate records.
• Maintain organized electronic filing systems and confidential executive documentation.
• Coordinate logistics for leadership meetings, client meetings, conferences, and corporate events.
• Assist with special projects, business initiatives, and ad hoc administrative requests.
• Partner with internal departments, including Finance, HR, IT, and Operations, to coordinate executive and office needs.
• Anticipate executive priorities and proactively address administrative challenges.
• Handle sensitive business and financial information with the highest level of confidentiality and professionalism.
• Provide additional administrative and operational support as needed.

Required Experience/Skills For The Executive Assistant Financial Services

• 5+ years of experience as an Executive Assistant or Senior Administrative Assistant supporting senior-level executives.
• Previous experience working within a professional corporate environment.
• Demonstrated experience managing complex executive calendars and coordinating meetings across multiple stakeholders.
• Strong experience arranging domestic and international travel.
• Proficiency in Microsoft Office, particularly Outlook, Excel, Word, and PowerPoint.
• Experience processing expense reports and managing administrative documentation.
• Exceptional organizational skills and meticulous attention to detail.
• Excellent written and verbal communication skills.
• Professional, polished, and confident demeanor.
• Ability to anticipate executive needs and independently manage competing priorities.
• Strong judgment and discretion when handling confidential information.
• Excellent time management, multitasking, and problem-solving abilities.
• Ability to remain composed and adaptable in a fast-paced, high-pressure environment.
• Strong interpersonal skills and ability to communicate effectively with executives, clients, and external stakeholders.
• Proactive, resourceful, and solutions-oriented approach to executive support.
• Demonstrated reliability, flexibility, and strong follow-through.
• Interest in a long-term opportunity with the potential to convert to permanent employment.

Preferred Experience/Skills For The Executive Assistant Financial Services

• Previous Executive Assistant experience within financial services, investment banking, private equity, asset management, hedge funds, or investment management.
• Experience directly supporting C-suite executives, Managing Directors, Partners, or senior investment professionals.
• Experience coordinating complex, frequently changing calendars and international travel.
• Familiarity with Concur or similar expense-management platforms.
• Advanced Microsoft Excel and PowerPoint skills.
• Experience preparing executive presentations, client-facing materials, and confidential business documents.
• Previous experience supporting multiple executives simultaneously.
• Experience coordinating Board meetings, investor meetings, or other high-level corporate engagements.
• Demonstrated longevity and success within a fast-paced financial or professional services organization.

Education Requirements

• Bachelor's degree preferred. Equivalent professional experience will be considered.

Benefits

• Atrium Care Package available, including medical insurance options and additional benefits for eligible temporary employees.
• Upon successful conversion to permanent employment, candidates will be eligible for the company's permanent employee benefits package.
• This opportunity offers the potential for long-term career growth within a reputable financial services organization.