Executive Assistant

About the role

The Executive Assistant provides comprehensive administrative support to Financial Advisors and Private Wealth Advisors, ensuring smooth daily operations and effective client interactions. This role demands high organization, attention to detail, and the ability to manage multiple priorities in a fast‑paced financial services environment.

Key responsibilities

• Schedule travel, meetings, conferences, presentations, and sales events for on‑site and off‑site engagements.
• Maintain managers’ calendars, coordinate extensive sales meetings, and prepare related materials.
• Support marketing initiatives by coordinating sales reports and email campaigns.
• Process expense reports, check requests, and monitor related documentation.
• Provide telephone coverage, route calls, and take detailed messages with professional judgment.
• Review and prioritize incoming mail, ensuring appropriate follow‑up.
• Assist the sales team as needed and participate in special projects.

Required profile

• 3–7 years of prior administrative experience in a sales or financial services setting.
• Flexible attitude with willingness to take on new projects.
• Service‑oriented mindset and strong teamwork capabilities.
• Excellent organizational, written, verbal, and interpersonal communication skills.

Required skills

• Proficient use of Microsoft Word and PowerPoint.
• Solid understanding of Microsoft Excel, including spreadsheet formulas.
• Familiarity with database usage.