Executive Assistant/Personal Assistant-Financial Services

THIS ROLE WILL BE ONSITE IN MANHATTAN 5 DAYS PER WEEK.

The client is looking to hire a C-Suite Executive/Personal Assistant to work for the CEO in New York. The

role will include a mix of business and personal tasks. He/She will provide executive support in a one-on-one working relationship and serve as the primary point of contact for internal and external

constituencies on all matters pertaining to the CEO, including liaising with the board of directors and

senior management teams. He/She must possess a high level of professionalism, be extremely

organized, have an entrepreneurial mindset, and enjoy working within a fast-paced, results driven

financial services environment. The ideal individual will have the ability to exercise good judgment in a

variety of situations, with strong written and verbal communication, administrative, and organizational

skills, and the ability to maintain a realistic balance among multiple priorities. He/She must be able to

work under pressure with the ability to handle a wide variety of activities and confidential matters with

utmost discretion and loyalty. The role is based in NYC. Compensation is competitive and includes an

excellent benefit package.

Key Responsibilities

• Completes a broad variety of administrative tasks for the CEO including managing an extremely

active calendar of appointments, completing expense reports, composing and preparing

correspondence that is sometimes confidential, arranging complex and detailed travel plans:

itineraries, agendas, and compiling documents for travel-related meetings.

• Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on

projects to successful completion, often with deadline pressures.

• Plans, coordinates, and ensures the CEO's schedule is followed and respected.

• Provides "gatekeeper" and "gateway" role, for access to the CEO's time and office.

• Researches, prioritizes, and follows up on incoming issues and concerns addressed to the CEO,

including those of a sensitive or confidential nature. Determines appropriate course of action,

referral, or response.

• Provides a bridge for smooth communication between the CEO's office and internal departments;

demonstrating leadership to maintain credibility, trust, and support with senior management

staff.

• Works closely and effectively with the CEO to keep him well informed of upcoming commitments

and responsibilities, following up appropriately.

• Successfully completes critical aspects of deliverables with a hands-on approach, including

drafting acknowledgement letters, personal correspondence, and other tasks that facilitate the

CEO's ability to effectively lead the company.

Qualifications

• Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly

with excellent attention to detail.

• Expert level written and verbal communication skills.

• Demonstrated proactive approaches to problem-solving with strong decision-making capability.

• Emotional maturity.

• Highly resourceful team-player, with the ability to also be extremely effective independently.

• Proven ability to handle confidential information with utmost discretion, be adaptable to various

competing demands, and demonstrate the highest level of professionalism and response.

• Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced

environment.

Candidate Profile

The ideal candidate will have/be:

• Bachelor's degree.

• A minimum of 10 years of experience in Financial Services and working with high level executives.

• Proficient in Microsoft Office (Outlook, Word, Excel, and Power Point), Adobe Acrobat, and Social

Media web platforms.