Job Description

Our client, a boutique financial services firm, is seeking a proactive and highly organized Executive Assistant to support their leadership team. This individual will play a key role in ensuring operational efficiency, maintaining strong client relationships, and providing administrative support.

Key Responsibilities

Calendar & Data Management

• Schedule and reschedule meetings via phone and email.
• Send meeting reminders and ensure leadership is well-prepared.
• Assist with data entry and tracking of referrals and key contacts.

Client Engagement

• Coordinate and plan client events.
• Manage client marketing communications.
• Oversee and execute the client gifting program.

Office & Team Support

• Provide general administrative support, including note-taking, document management, mail sorting, and data organization.
• Plan and coordinate team lunches, dinners, and off-site events.
• Arrange travel, including flights, accommodations, and conference registrations.
• Maintain an organized office environment, including ordering supplies and ensuring efficiency.

Qualifications

• 5-10+ years of professional experience, preferably in financial services.
• 5+ years in an administrative or executive support role.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities, with the capability to manage multiple priorities.
• Proficiency in Microsoft Office and an aptitude for learning new software systems.
• Ability to handle sensitive information with discretion and confidentiality.
• A proactive and adaptable mindset, with a "customer-first" mentality.

Compensation

• $80-100k base salary

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