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Executive Assistant (Financial Services Experience)

salary Salary :

$55 - 60,000 yearly

icon building Company : Latitude
icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

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Job Description - Executive Assistant (Financial Services Experience)

The Executive Assistant provides high-level administrative and operational support to senior leadership within a financial services firm. This role requires exceptional discretion, organizational skills, and the ability to manage complex schedules, sensitive information, and competing priorities in a highly regulated and deadline-driven environment. The ideal candidate is proactive, detail-oriented, and comfortable interfacing with clients, internal stakeholders, and external partners.

This is a fully onsite opportunity
Salary: $55-60k/year

Responsibilities:

    • Manage complex executive calendars, including scheduling meetings, board sessions, client calls, and travel
    • Coordinate domestic and international travel arrangements, including itineraries, accommodations, and expense reporting
    • Prepare, review, and edit executive correspondence, presentations, reports, and financial documents
    • Organize and support board meetings, investor meetings, and executive-level presentations
    • Handle sensitive and confidential information with a high degree of discretion and professionalism
    • Assist with compliance-related documentation, regulatory filings, and audit preparation as needed
    • Maintain organized digital and physical filing systems for contracts, financial records, and executive materials

Requirements:

    • 3+ years administrative assistant or executive assistant experience
    • Prior experience working for a financial services or accounting firm
$55,000 - $60,000 a year
Original job Executive Assistant (Financial Services Experience) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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