Executive Assistant

Responsibilities:

• Support c-level executive
• Manage complex scheduling, calendars, meetings, and travel arrangements.
• Process invoices, expense reports, and check requests.
• Coordinate detailed travel plans, itineraries, and necessary documents.
• Prepare correspondence, presentations, and reports.
• Track and follow up on time-sensitive tasks.
• Handle phone and email inquiries professionally.
• Maintain organized files and records.
• Perform additional duties as needed.

Qualifications:

• Bachelor's degree from an accredited university.
• 1+ years of administrative experience.
• Proficiency in Microsoft Office Suite.
• Strong communication, organizational, and multitasking skills.
• Ability to manage multiple priorities efficiently.
• Excellent customer service and problem-solving abilities.
• Financial services or broker/dealer experience preferred.