Seeking a proactive Executive Assistant to support leadership in a financial advisory setting.
Responsibilities include managing calendars, scheduling meetings, coordinating communications, preparing reports, and assisting with special projects. The role acts as a liaison between executives, clients, and internal teams to ensure efficient workflow and professionalism.
Requirements:
• Proven experience in an administrative role, preferably within financial services.
• Excellent organizational, time management, and communication skills.
• Proficiency in Microsoft Office and familiarity with CRM systems.
• Discretion with sensitive information.
• Ability to work independently and in a team in a fast-paced environment.
• Professional demeanor and strong interpersonal skills.