What are the responsibilities and job description for the Executive Assistant position at C-SUITE ASSISTANTS?
Executive Assistant to Founder/CEO, Boutique Financial Advisory Firm, Plantation, Florida
The Founder/CEO of a boutique financial services advisory firm that is rapidly growing is seeking an experienced C-Suite level Executive Assistant with a strong background in building and managing workflows, operational efficiencies and on-going client projects. The EA will service as the true “right hand” -assisting in scheduling, project management, task management and ensuring that projects, deadlines and team deliverables stay on track. The ideal candidate is pro-active, detail-oriented, tech savvy and highly organized with the ability to anticipate needs, manage competing priorities and operate independently. Working with ultra-high net worth clients and their businesses and family members, the candidate must have exceptional client communication skills and a “high touch” service mentality.
About The Job:
- Serve as the primary administrative support, “right hand” to the CEO, managing his calendar, scheduling meetings with clients and internal stakeholders
- Act as coordinator-managing multiple projects, preparing executive summaries and prioritizing what requires the CEO’s attention
- Draft proofread and manage emails/inbox, follow-ups, memos proposals and client communication
- Assist in client meetings and proactive “high touch” client communications
- Coordinate and arrange travel arrangements with detailed itineraries
- Liaise with executive leadership, key stakeholders and clients.
- Organize meetings, conferences, and events, ensuring all materials/reports and logistics are handled effectively with all t’s crossed
- Track and manage deadlines, priorities, and follow-ups for the CEO
- Update and help build specific workflows for internal processes to streamline operations
- Expense reporting
- Ad hoc projects
About You:
- At least 5 years of experience as an Executive Assistant supporting a C-Suite executive at a finance firm; experience working with HNW executives highly desired
- Bachelor’s Degree
- Detail-oriented and organized with exceptional problem-solving skills.
- Professional presence with the ability to interface with internal and external stakeholders at all levels.
- Advanced proficiency in Microsoft Office Suite; Tech savvy with experience working with AI.
- Professional, proactive with a warm engaging personality that can engage with clients diplomatically with a “high touch” service mentality
Compensation:
Competitive base salary, annual discretionary bonus, and comprehensive health benefits package.