Job Details
Executive Assistant
A high-profile professional is seeking an Executive Assistant who will provide advanced business, administrative, and personal support in the financial services industry.
Responsibilities Include:
- Manage detailed calendars for both business and personal engagements
- Schedule meetings with internal and external stakeholders and coordinate all aspects of said meetings.
- Organize extensive Domestic and International travel, including Visas if required, ground transportation, hotel reservations, meals, etc.
- Assist in opening various entities, including paperwork on a local, state and federal level.
- Manage all incoming communication by prioritizing messages and emails and ensure timely communication regarding time-sensitive and priority matters.
- Act as a true gatekeeper for the Principal by prioritizing meetings and ensuring Principal's time is protected.
- Attend meetings to take notes and draft minutes and summaries.
- Coordinate and monitoring ad hoc projects and programs.
Qualifications Include:
- Bachelor's degree preferred
- Advanced knowledge of Microsoft Office suite
- Minimum of 7 years of Administrative experience
- Must have experience dealing with trust and estate attorneys
- Experience in managing multiple priorities, administrative coordination, and logistics
- Well-organized, detail-oriented, ability to multi-task with great follow-up skills
- Strong written and verbal communication skills