Executive and Personal Assistant.

Job Description

JOB SUMMARY

Our client is seeking an Executive and Personal Assistant. This position requires a high-level intellect and work ethic that compliments the CEO’s responsibilities. The selected individual will take initiative and work in a collaborative and professional manner with the firm’s senior management.

Responsibilities include, but are not limited to:

• Provide high-level administrative and personal support to a C-suite executive, including calendar oversight, travel planning, and expense tracking
• Manage dynamic and confidential schedules while serving as liaison and point of contact for internal and external stakeholders
• Draft, edit, and respond to communications across multiple formats, maintaining tone and discretion appropriate to executive-level correspondence
• Oversee day-to-day operations of the executive suite, including office logistics, meeting coordination, and resource management
• Partner with senior leadership to streamline workflows, enhance communication, and support cross-functional initiatives
• Coordinate corporate and social events in collaboration with internal teams, ensuring seamless execution and attention to detail
• Administer company assets such as season tickets and event access, supporting engagement initiatives and special projects
• Facilitate routing and tracking of sensitive documents across legal, HR, and finance functions, ensuring timely review and completion
• Represent the executive office on internal committees and contribute to company-wide initiatives and recognition programs
• Adapt to evolving priorities and take ownership of ad hoc assignments requiring discretion, judgment, and initiative
• Perform other tasks and duties as required and assigned

Experience and Skills:

• Bachelor’s Degree from an accredited university
• 3-5 years of experience in an Executive or Personal Assistant position
• Excellent communication skills, both verbal and written; solid writing and composition skills with knowledge of standard business language
• Highly proficient in MS Office including Word, Excel, PowerPoint and Outlook; strong Internet information research skills
• Strong analytical, problem-solving, and critical-thinking skills
• Experience in Financial Services, particularly broker/dealer preferred
• Comfortable managing both personal and professional priorities with discretion
• Flexible and available beyond standard work hours when needed
• Patient, intuitive, and service-oriented with a refined sense of discretion

Job Benefits:

• Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
• Health Savings Account with company-sponsored contributions
• Flexible Spending Accounts (FSA) traditional and dependent care
• Pre-Tax Commuter Benefits
• 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
• Tuition reimbursement up to $5,250/year
• 3 weeks of Paid Time Off
• 2 weeks of Paid Sick Time (may vary by location)
• 10 Paid Holidays
• Travel & Employee Assistance and Employee Discount Programs

A reasonable estimate of the current range is $80,000 to $107,000.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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