Responsibilities
- Draft, review and send communications on behalf of company executive(s)
- Organize and prepare for meetings, including gathering documents and attending to logistics of meetings
- Schedule and coordinate meetings and executive events requiring detailed logistics handling and problem solving, inform attendees of dates and times, reserve meeting space, and ensure the appropriate equipment/materials are available.
- Interfacing with internal company personnel and external clients via telephone, email, and in-person interactions.
- Maintain discretion in dealing with confidential information and sensitive materials.
- Coordinate travel arrangements
- Maintain various records and documents for company executive(s)
- Assume other related responsibilities as required or requested.
The Ideal Candidate Is
- A detail-oriented self-starter with prior experience in the financial services industry or with a technology team
- Someone who exhibits sound judgment with the ability to prioritize and make decisions
- Energetic and eager to tackle new projects and ideas
- Comfortable interacting with high-level executives
- Excellent written and verbal communication skills
- A team player capable of cultivating productive working relationships across the firm
- Resourceful, can-do attitude
- Thrives in a fast-paced environment
- Able to multi-task with great time management skills
Qualifications
- Bachelor’s degree is preferred or a minimum of 5 years of experience in an executive support role.
- Must be proactive and solution-oriented: be the first to notice problems, propose solutions, and help execute.
- Excellent organizational, verbal, and communication skills; communicates openly and effectively with the core team; facilitates multi-directional information flow.
- Strong written and verbal communication skills, highly developed interpersonal skills.
- Ability to apply sound judgment and appropriately handle sensitive or confidential information and situations.
- Team player with collaborative and strong relationship-building skills with the ability to work independently in a way that reflects the company’s culture and core values
- Tech savvy; strong working knowledge of M.S. Office, specifically Word, Excel, and PowerPoint, and ability to work with or promptly learn to work with company databases.
- Ability to exercise sound judgment to prioritize requests and be organized enough not to sacrifice efficiency during busy times.