Executive Assistant

As an Executive Assistant, you will provide high-level administrative support to the Head of Wealth Management Platforms while handling highly confidential and sensitive information with discretion and professionalism.

Requirements

• Manage a complex calendar strategically to ensure optimal flow and prioritization.
• Schedule and coordinate internal and off-site meetings, including logistics, conference rooms, catering, and guest reception.
• Create detailed calendar invitations with complete meeting information, links, locations, and prep materials.
• Coordinate all travel arrangements, reservations, and related logistics.
• Process expense reports and invoices accurately and in a timely manner.
• Maintain and organize electronic files and records.
• Handle phone and electronic communications, including screening and directing inquiries as appropriate.
• Support departmental operations through onboarding assistance, document editing, and providing backup coverage to the administrative team.

Benefits

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan