Executive Assistant

Executive AssistantA well-established wealth management firm is seeking an Executive Assistant to support senior leadership and help manage the day-to-day details of a busy financial services office. This position would be a strong fit for someone who is polished, highly organized, and comfortable working with confidential information.The ideal candidate knows how to anticipate needs, communicate professionally with high-level clients, and keep executives organized without needing constant direction.Key ResponsibilitiesManage complex executive calendars and schedulingCoordinate internal and external meetings with clients and business partnersArrange travel, itineraries, and expense reportsPrepare meeting agendas, presentations, and correspondenceHandle confidential client and company informationCoordinate follow-up items and track deadlinesAssist with client communications and meeting preparationMaintain organized electronic files and recordsCoordinate office events and leadership meetingsAssist with research, reporting, and special projectsServe as a professional point of contact for clients and visitors