Executive Assistant

About the Role

• Provide logistical and operational support for CEO which may include a small percentage of personal tasks: paying bills, coordinating/managing personal or medical appointments, etc. • Interface with investors / clients and coordination / planning key client events • Assist with basic office management activities • Set up processes and put these into place, add organization and create structures • Maintain and update contact information, and CRM • Liaise with travel agent to book primarily business travel arrangements • Protect the CEO’s time by prioritizing meetings and tasks, screening calls and emails, and acting as a gatekeeper to the executive office • Manage both (primary) business and (light) personal calendars for the CEO with regular high-level contact with clients and investors

Key Responsibilities

• ▸process setup
• ▸crm management
• ▸calendar management
• ▸travel booking
• ▸client coordination
• ▸gatekeeping

What You Bring

• Minimum of 5 years’ experience supporting senior executives in a financial services office environment • Proficient using Google Sheets and other organizational software, CRM tools • Must be tech-savvy • Bachelor’s Degree is required • Strong problem-solving abilities • Excellent written and verbal communication skills • Proficient using Microsoft Office Suite • Verification of identity, education, prior employment, and references may be required • Highly organized and detail-oriented • Must be adept at reading through emails, problem solving, and gathering key content and outstanding items that need to be handled

Requirements

• ▸exec support
• ▸google sheets
• ▸crm
• ▸bachelor’s
• ▸problem solving
• ▸microsoft office

Benefits

• Submit medical insurance reimbursements

Work Environment

Office Full-Time