<p><strong>Our client is looking for more than someone who can manage a calendar—they need a true right hand.</strong></p><p>A well-established wealth management firm is seeking an <strong>Executive Assistant</strong> to support senior leadership and help manage the day-to-day details of a busy financial services office. This position would be a strong fit for someone who is polished, highly organized, and comfortable working with confidential information.</p><p>The ideal candidate knows how to anticipate needs, communicate professionally with high-level clients, and keep executives organized without needing constant direction.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage complex executive calendars and scheduling</li><li>Coordinate internal and external meetings with clients and business partners</li><li>Arrange travel, itineraries, and expense reports</li><li>Prepare meeting agendas, presentations, and correspondence</li><li>Handle confidential client and company information</li><li>Coordinate follow-up items and track deadlines</li><li>Assist with client communications and meeting preparation</li><li>Maintain organized electronic files and records</li><li>Coordinate office events and leadership meetings</li><li>Assist with research, reporting, and special projects</li><li>Serve as a professional point of contact for clients and visitors</li></ul><p><br></p>

<ul><li>4+ years of executive or senior-level administrative experience</li><li>Experience supporting executives, partners, or senior leadership preferred</li><li>Financial services, wealth management, legal, or professional services experience is a plus</li><li>Excellent calendar management and organizational skills</li><li>Strong Microsoft Office and Outlook proficiency</li><li>Exceptional written and verbal communication</li><li>High level of discretion and professionalism</li><li>Ability to anticipate needs and work independently</li><li>Comfortable managing multiple priorities in a deadline-driven environment</li></ul><p><br></p>

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