4 дня назад
Executive Assistant I (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Executive Assistant I (Financial Services): Providing comprehensive administrative and operational support to senior executives with an accent on complex calendar management, travel coordination, meeting execution, and confidential business operations. Focus on coordinating cross-functional initiatives, resolving scheduling and operational issues, and maintaining compliance and executive-office effectiveness.
Location: Saint Petersburg, Florida, United States; onsite work required at the St. Petersburg office at least 4 days per week
Company
is a financial services firm providing investment and related financial services.
What you will do
- Manage complex calendars, appointments, meetings, communications, and travel arrangements for senior executives.
- Prepare agendas, presentations, reports, correspondence, meeting materials, and expense documentation.
- Coordinate leadership meetings, client meetings, town halls, off-sites, retreats, and other executive events.
- Track action items, support cross-functional initiatives, and resolve scheduling or operational conflicts.
- Manage invoices, procurement requests, administrative budgets, confidential records, and office operations.
- Serve as a professional point of contact for senior leaders, clients, vendors, and internal stakeholders.
Requirements
- High School Diploma required; a Bachelor's degree or equivalent combination of education and experience is acceptable.
- 5+ years of executive-level administrative support experience, preferably in financial services, banking, or a corporate environment.
- Advanced proficiency in Microsoft Office, including Outlook, Word, Excel, PowerPoint, and Teams.
- Strong calendar management, travel coordination, communication, organization, and prioritization skills.
- Ability to handle highly confidential information, exercise sound judgment, and meet deadlines.
- Ability to work onsite at the St. Petersburg, Florida office at least 4 days per week.
Nice to have
- Experience supporting C-suite executives, Executive Vice Presidents, or senior leadership teams.
- Experience with expense management and travel booking platforms.
- Project coordination or business operations experience.
- Knowledge of financial services practices and terminology.
Culture & Benefits
- Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- Work involves less than 25% travel.
- Culture emphasizes client-first service, integrity, collaboration, accountability, continuous improvement, and professional growth.
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