Administrative Skills, Board Meeting, Calendar Management, Customer Experience, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Establish Priorities, Executive Assistant Skills , Expense Reports, File Maintenance, Financial Services, Leading Edge Technology, Logistics, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Presentation/Verbal Skills, Service Delivery, Spreadsheets, Technical Delivery, Time Management, Travel Planning, Vendor/Supplier Management, Wealth Management, Writing Skills
Administrative Assistant or Chief Of Staff
Job details
Posted
24 June 2026
Location
Charlotte, NC
Reference
1008976
Job description
what you'll do
- manage and maintain a complex executive calendar, including scheduling meetings, calls, and travel
- coordinate internal and external meetings; prepare agendas, materials, and follow-ups/action items
- act as a primary point of contact on behalf of the ceo; handle email/phone/client communications with discretion
- organize and maintain confidential files, records, and documents
- support client events, board meetings, and special projects
- prepare presentations, reports, spreadsheets, and other business documents
- proactively identify conflicts, changing priorities, and operational issues; propose solutions
- coordinate travel logistics and expense reporting
- support day-to-day office operations; collaborate with team members to deliver a high-touch client experience
- manage vendors and administrative processes as needed
what we're looking for
- experience supporting a senior executive in a fast-paced environment (financial services / wealth management a plus)
- excellent organization, prioritization, and time-management skills
- strong written and verbal communication; polished, professional presence
- high degree of confidentiality, discretion, and sound judgment
- advanced microsoft office skills (outlook, word, excel, powerpoint)
- proactive, resourceful, and detail-oriented; comfortable owning tasks end-to-end
- familiarity with crm and scheduling tools is helpful
- bachelor's degree preferred or equivalent professional experience
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
D
Dexian DISYS
Digital Intelligence Systems, LLC. is an Equal Opportunity Employer, M/F/D/V. We do not discriminate against any employee or applicant because they inquired about, discussed, or disclosed compensation. Email recruitinghelp@disys.com to contact us if you are an individual with a disability and require accommodation in the application process.
1,000 to 1,499 employees
Business Services - Other