Sr Executive Assistant

Overview

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against:
We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. We are committed to a work environment where differences are understood, valued and intentionally pursued.

We believe our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now

We’re seeking a highly skilled Senior Executive Assistant to provide seamless, proactive, and high‑judgment administrative support to the CFO. This role is ideal for someone who excels at managing complex calendars, driving preparation for critical meetings, streamlining workflows, and anticipating needs before they arise. You’ll be a trusted partner who ensures the CFO’s day runs smoothly, communications are crisp, and priorities stay on track.

• Manage a complex and dynamic calendar, ensuring the CFO’s time is aligned to top priorities.
• Coordinate all meetings, including logistics, agendas, attendee alignment, room/virtual setup, and follow-ups.
• Provide high‑touch support for domestic and international travel planning, itineraries, and expense management.
• Review and triage incoming communications; draft and send correspondence on behalf of the CFO when appropriate.

• Prepare comprehensive briefing materials, pre‑reads, and background documents to ensure the CFO is fully informed and ready for every meeting.
• Track action items, decisions, and follow-ups to ensure commitments are met and information flows smoothly.
• Assist in creation of high‑quality presentations, talking points, and executive documents.

• Partner closely with Finance leaders, IR, and key cross‑functional teams to gather information, align schedules, and support ongoing deliverables.
• Support the CFO in maintaining a reliable operating cadence (close, earnings, Board prep, leadership meetings).
• Act as a point person for internal requests, routing inquiries to the appropriate leader or team.

• Maintain organized systems for document management, meeting records, and workflows.
• Identify and implement administrative improvements that create clarity, reduce friction, and save time.
• Support coordination within the Finance administrative community to ensure consistency and collaboration.

• Meetings run smoothly, materials are complete, and the CFO enters every room fully prepared.
• Calendar, communications, and logistics are handled with precision and minimal need for escalation.
• Workflow around earnings, close, Board cycles, and Finance LT meetings is well‑organized and predictable.
• Stakeholders experience timely, professional, and thoughtful interactions through the CFO office.

Required

• 8+ years of experience supporting C‑suite or senior executives in a fast‑paced, complex organization.
• Mastery of Microsoft 365 (Outlook, Teams, One Note, SharePoint, PowerPoint, Word, Excel).
• Exceptional organizational skills with meticulous attention to detail and confidentiality.
• Excellent verbal and written communication skills.
• Ability to manage competing priorities with calm, sound judgment, and professionalism.
• Experience coordinating executive travel and managing sensitive information.

Preferred

• Experience in financial services or supporting a Finance leadership function.
• Strong skills in…