Job Description
Join our award-winning finance team as the cornerstone of executive operations. We're seeking a meticulous Administrative Assistant to support C-suite executives in a fast-paced, high-stakes environment. This hybrid role combines in-office collaboration with remote flexibility, offering competitive benefits including health insurance, 401k matching, and professional development stipends. Ideal for proactive professionals who thrive in detail-oriented settings and excel at anticipating executive needs.
Responsibilities
- Manage complex executive calendars across multiple time zones and prioritize conflicting appointments
- Coordinate international and domestic travel arrangements including visa processing and itineraries
- Prepare confidential board materials, financial reports, and executive presentations
- Serve as primary liaison between executives and internal departments (Legal, HR, Operations)
- Oversee office supply inventory, equipment maintenance, and vendor contracts
- Implement document management systems for compliance with FINRA regulations
- Manage expense reports and budget tracking for executive departments
Qualifications
- Associate's degree or 5+ years of executive administrative experience in finance/insurance
- Advanced proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)
- Expert knowledge of calendar management tools (Calendly, Doodle) and video conferencing (Zoom, Teams)
- Exceptional discretion with confidential financial and personnel information
- Proven ability to manage competing priorities with zero errors under tight deadlines
- Experience coordinating international travel and complex meeting logistics
- FINRA Series 63 or 65 license preferred