Executive Assistant - Finacial Firm

apartmentRobert Half placeLa Jolla calendar_month 

Our client's financial firm is a leader in providing innovative and strategic solutions to clients worldwide. With a commitment to excellence, precision, and integrity, we work at the forefront of the financial services industry. We are seeking a detail-oriented and highly professional Executive Assistant to provide top-tier support to our C-level executives.

Key Responsibilities:

  • Provide high-level administrative support to C-suite executives, ensuring their schedules, tasks, and priorities are seamlessly managed.
  • Manage complex calendars, including scheduling and coordinating meetings across multiple time zones.
  • Handle confidential communications, correspondence, and documentation with discretion.
  • Arrange domestic and international travel, including detailed itineraries and accommodations.
  • Prepare executive-level presentations, reports, and meeting materials.
  • Coordinate board meetings, including preparing agendas, taking minutes, and tracking follow-ups.
  • Manage expense reporting and budget tracking.
  • Serve as the primary liaison between the executives and internal/external stakeholders.
  • Proactively anticipate needs and resolve issues to enhance executive efficiency.
  • Support ad hoc projects and provide assistance with special events as required.

Qualifications:

  • 5+ years of experience providing executive-level administrative support, with at least 3 years supporting C-suite executives in a financial or corporate environment.
  • Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and collaboration tools (Zoom, Teams, Slack).
  • Exceptional organizational skills and ability to manage multiple priorities with a sense of urgency.
  • Outstanding written and verbal communication skills.
  • High degree of professionalism, discretion, and confidentiality.
  • Ability to remain composed under pressure in a fast-paced, dynamic environment.
  • Strong attention to detail and problem-solving skills.
  • Bachelor’s degree is preferred but not required.
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