Executive Assistant

Executive Support Opportunity in Financial Services

Executive Assistant to C-level Executive

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type: Full-time

Salary: The base salary range is $95,000 to $105,000 plus an annual performance bonus. Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Benefits.

Summary

We are seeking a Senior Executive Assistant (EA) to support a C-level Executive. The preferred candidate will have extensive experience supporting C-level executives, board and board committees, projects, client and employee facing interactions, reporting, and presentations.

Education Requirements

Bachelor’s degree from accredited university is required.

Responsibilities

• Extensive calendar management, travel planning, call, and webinar logistics; coordinating with all EA’s to avoid conflicts
• Extensive support for the C-level Executive involving senior leadership team, external executives, board and board committees, external vendors, and clients
• Supporting invoicing, purchase, and contract processes
• Expense reporting and management
• Event, meeting and interview planning, execution & oversight
• Project and special assignment work
• Monitor and respond to incoming correspondence and phone calls while maintaining discretion and confidentiality
• Meetings management, note-taking, critical follow-up planning
• Facilitate visits from clients and firm personnel
• Support interview processes for executive team members which, at times, includes working with executive search firms
• Communicate professionally with internal and external individuals at all levels of the organization verbally and through high quality, concise emails
• Assist with executive onboarding and offboarding
• Provide backup support for executives, collaborating closely with other EAs to ensure seamless coverage
  
  

Basic Requirements

• Minimum of 10 years’ experience supporting executives
• Experience supporting a President, CEO, or Chairman
• Excellent written and verbal communication skills
• Strong proficiency with Microsoft Office suite, video conferencing (i.e., Zoom)
• AI-fluency with organizational-supported tools
• Ability to lead and influence without having positional authority
• Highly collaborative and team-oriented
• Able to multi-task and manage several calendars
• Forward thinking with demonstrated confidentiality
• Strong time management and attention to detail
• Critical thinking power and excellent judgment; bias toward resolution
• Impeccable “follow up” and “follow through” skills
• Accountable, responsible, and service oriented
• Passion for support work
• Organizational awareness with the ability to understand and prioritize key people and needs in the organization
• Experience hosting and navigating client, board, strategic partners and executive events, meetings, calls, and visits
  
  

Working Style & Culture Fit

• Thrives in a dynamic environment where priorities shift rapidly
• Operates with calm professionalism under pressure and tight timelines
• Highly collaborative, values building relationships across the organization
• Comfortable navigating ambiguity and independently driving clarity
• Demonstrates calmness and professionalism even under time pressure
  
  

Competencies & Behavioral Traits

• High emotional intelligence with the ability to anticipate needs and read interpersonal dynamics
• Strong executive presence & the confidence to interact with senior leadership and external stakeholders
• Proactive, anticipatory problem‑solver with a resourceful, solution‑oriented mindset
• Ability to build trust quickly and maintain confidential information
  
  

Preferred Requirements

• Prior administrative experience within the financial services industry preferred
• Workday, Concur, Microsoft CoPilot experience
• Experience with accountability for a team or an enterprise process
• Training expertise
  
  

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.