Job Description
- Provide advanced, confidential administrative support to a senior business executive.
- Manage extremely heavy calendars, including scheduling and coordinating internal/external meetings.
- Handle multiple competing tasks, priorities, and projects simultaneously with strong multitasking skills.
- Maintain discretion while managing high‑level client interactions and sensitive information.
- Coordinate extensive domestic and international travel arrangements.
- Provide comprehensive phone and email coverage, ensuring timely responses and follow‑ups.
- Process a significant volume of expense reports with accuracy and efficiency.
- Serve as a key communication liaison across teams including business functions, finance, personnel, and technology, as well as with external clients.
- Act as a resource for basic company policies and procedures.
- Quickly learn and adapt to a variety of software tools and systems.
- Draft, sign, and distribute routine but moderately complex correspondence.
- Communicate with executives and management to gather or relay key information.
- Work fully onsite, with occasional remote flexibility depending on executive travel needs.
- Maintains a high level of responsiveness, including occasional after‑hours engagement to meet critical deadlines or support time‑sensitive issues.
Qualifications
- 5+ years of financial services support experience, executive-level support preferred.
- Polished and professional in person, phone, and email communications.
- Excellent time management, organization, multi-tasking and prioritization skills.
- Advanced skills in Outlook and other Microsoft Office programs (Excel, Work, PowerPoint).
- Strong attention to detail with the ability to work effectively under pressure and time constraints.
- Proficiency with Concur.
- Exemplary demonstrated work ethic.
- Ability to learn quickly and take on new responsibilities.
- Advanced administrative and analytical skills are essential.
