Executive Assistant - Wealth

📋 Description

• Manage highly sensitive, confidential information with discretion.
• Handle high-volume work, multi-tasking, and priority setting.
• Plan and monitor executives' calendars; anticipate scheduling needs.
• Schedule meetings, reserve space, coordinate equipment and hospitality.
• Review mail and emails; summarize content; draft responses.
• Draft, edit, and finalize correspondence and documents.

🎯 Requirements

• Eight plus years’ experience as an Executive Assistant; college degree
• Financial industry knowledge highly desirable
• Excellent writing, editing, and verbal communication skills
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Research savvy with extensive online resources
• Excellent diplomatic skills and professional relationship building