Executive Assistant-Financial Services

About the role

About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry. The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Job Description:

• The individual will initially support a team rather than a dedicated Partner.
• The goal is to bring in someone capable of operating at a Partner-support level who can grow into supporting senior leadership over time.
• One Executive Director who is on the Partner track (likely for next year) is expected to be assigned to this individual in the future.
• The broader coverage model includes supporting approximately 7-10 professionals, including a newly hired VP focused on AI initiatives. Ideal Candidate Profile The team is seeking someone who:
• Takes initiative and is highly self-motivated.
• Is proactive in identifying ways to support their stakeholders.
• Demonstrates a strong sense of ownership and accountability.
• Takes pride in producing high-quality work and strives for excellence.
• Values teamwork and contributes positively to a collaborative administrative team environment.
• Thrives in a fast-paced setting and is comfortable juggling multiple competing priorities.
• Is comfortable asking for help when needed and knows how to leverage the team effectively. Team Culture
• Angela emphasized the importance of cultural fit and is looking for someone who:
• Maintains a low-drama, professional approach.
• Avoids passive-aggressive behavior and contributes positively to team dynamics.
• Is personable, collaborative, and easy to work with.
• Fits well within the existing close-knit administrative team. Key Responsibilities:
• Initially, the role will be heavily focused on:
• Expense management
• Travel coordination
• These will be the primary responsibilities from day one.
• Additional responsibilities may include:
• General administrative support
• Ad hoc projects and team support
• Calendar management and meeting coordination once a dedicated senior stakeholder is assigned
• The responsibilities may evolve over time as the individual grows into supporting a Partner-level executive.
• Business Environment
• The group operates in a fast-paced environment.
• Fundraising activities occur approximately every four years.
• Pre-marketing efforts are expected to begin next year, which will significantly increase activity levels.
• The team needs someone who can multitask effectively and remain organized during high-volume periods. Required Experience:
• Minimum of 3-5 years of administrative experience.
• Candidates with little or no prior administrative experience are unlikely to be competitive. Preferred Experience:
• Experience with Concur and CSTO is preferred but not required.
• Candidates who are already proficient will have a shorter learning curve and require less training.
• Financial services experience is a plus but not a requirement.
• Candidates without a finance background can still be successful if their day-to-day responsibilities are comparable.
• However, candidates from financial services environments will likely have an advantage.
• Ideally, candidates should be familiar with the pace and expectations of a market-driven business environment.

Please note that ApTask offers subsidized insurance coverage to our employees.

About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

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About operations at ApTask

Operations roles at ApTask cover program management, PMO, business analysis, transformation, and change-management positions across enterprise clients. We place operators who translate strategy into delivery — PMPs, Scrum Masters, agile coaches, Six Sigma black belts, and change-management practitioners certified in Prosci or the client's preferred framework. Candidates are validated against the specific enterprise tooling the client runs (ServiceNow, Jira Portfolio, Clarity, Planview) and their prior track record in comparable-scale programs, not generic delivery experience.

Benefits: