Executive Assistant - Wealth

Added
24 days ago
Type
Full time
Salary
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calendar management research excel powerpoint outlook
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📋 Description

  • Review mail and emails; prioritize, summarize, draft replies.
  • Plan domestic and international trip logistics; itineraries and backups.
  • Manage executives’ calendars; anticipate conflicts; communicate changes.
  • Schedule meetings and events; reserve space; arrange logistics.
  • Liaise with portfolio organizations, investors, guests, and staff; maintain discretion.
  • Support the team; handle confidential information with integrity.

🎯 Requirements

  • Eight+ years as an Executive Assistant; college degree.
  • Financial industry knowledge desirable.
  • Excellent writing, editing, and verbal communication.
  • Advanced MS Office: Word, Excel, PowerPoint, Outlook.
  • Research savvy with online resources.
  • Strong planning, organization, and calendar management.

🎁 Benefits

  • Equal opportunity employer.
  • Reasonable accommodations available.
  • Disability accommodations available.
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