Executive Assistant, CEO
About The Position
We are a fast-growing, mission-driven company powering the expansion of financial services and wealth creation globally. We build critical financial infrastructure that allows consumer-facing companies to offer engaging investing experiences to their customers in a frictionless way. We host advanced investing capabilities ranging from ESG investing to multi-currency trading across 60 global markets. We are a team of financial empowerment enthusiasts that have come together from various industries including tech, banking, finance, and law. The company closed its Series B and we are positioned to rapidly scale. Come join an exciting opportunity to make a lasting impact! As the Executive Assistant, you will provide individualized support to the CEO and senior leadership, enabling the team to focus on strategic priorities. This role combines classic EA duties with opportunities to drive operational efficiencies, manage compliance workflows, and support global travel logistics. Location: New York City
Requirements
- 3+ years supporting C-levels, preferably in the Financial Services or Professional Services (Consulting, Law, Advisory, etc.) industries.
- Proficient in Google Suite and MS Office Suite (Word, Excel, Outlook, and PowerPoint).
- Familiarity with online travel booking systems.
- Must be able to be in-office on occasion (NYC).
- Highly organized with strong attention to detail; demonstrates accuracy and thoroughness.
- Proactive and self-motivated, able to anticipate the needs of others.
- Ability to juggle multiple assignments and prioritize effectively; demonstrates sense of urgency.
- Manages competing demands well; able to deal with change, delays, or unexpected events.
- Appropriate discretion and integrity handling confidential and sensitive information.
- Excellent professional references.
- U.S. work authorization.
Nice To Haves
- Exceptional verbal and written communications skills
- Ability to follow process and procedures; looks for ways to improve and promote quality
- Resourceful self-starter, able to work independently and as team player
- A positive, enthusiastic approach to work and collaboration
- High degree of professionalism and reacts well under pressure
- Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds firm values
Responsibilities
- Timely and accurate coordination of internal and external meetings, including logistical details, communication, and follow-up
- Coordinate travel arrangements both domestic & international, requiring an understanding all aspects of each executive's business agenda, as well as personal preferences, may include making restaurant and other business entertainment suggestions and reservations
- Prepare monthly expense reports, identify, and resolve all discrepancies
- Lead the planning and execution of company offsite, including defining objectives, managing budgets, researching and securing venues, coordinating logistics and travel, overseeing schedules, and ensuring a seamless experience end to end.
- Proactively and frequently check in with managers
- Screen communications as needed reading, researching, collecting, prioritizing, and routing correspondence and information with proper level of professionalism
- Accurately update contact information in CRM database
- Maintain and protect confidentiality regarding all aspects of client and company information
- Adhere to company policy while best needing the needs of executives supported.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
