Seeking a highly experienced Executive Administrative Assistant to provide comprehensive office management and administrative support to the office, reporting into the Chief Operations Officer. This role is essential in ensuring smooth day-to-day operations while assisting in key areas such as compliance, accounting, wealth management, and investment management.
Key Responsibilities:
Office Management: Oversee office supplies, reception duties, and coordinate maintenance needs to ensure efficient office operations.
Meeting & Event Coordination: Assist with scheduling, travel arrangements, and light event planning.
Reporting & Data Management: Run, format, and organize reports for various business functions.
Financial Support: Assist with money movements and bill payments, ensuring accuracy and timely processing.
Presentation Preparation: Create and edit PowerPoint presentations for internal and external use.
Excel & Administrative Support: Organize and manage information using Excel and other software as needed.
Qualifications & Skills:
10+ years of experience in administrative support, preferably in a finance, investment, or professional services environment.
QuickBooks experience preferred.
Strong organizational skills with the ability to prioritize tasks and meet deadlines.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
Experience with DocuSign and financial reporting tools is a plus.
Excellent communication skills with a high level of professionalism and discretion.
Ability to work independently while collaborating with executive leadership and internal teams.
This is an exciting opportunity for a seasoned administrative professional to contribute to a dynamic and growing organization. If you thrive in a fast-paced environment and enjoy supporting leadership with high-level administrative functions, we encourage you to apply.