Executive Assistant to CEO

Boutique Financial Firm Looking for an Executive Assistant for the CEO

Salary: $80,000 - $120,000 per year

Boutique Financial Firm

• Supportive, family-like team environment
• Competitive salary, benefits, and 25+ paid days off
• Flexible Fridays, casual dress code, and regular team events

• Provide high-level administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements.
• Prepare and organize correspondence, reports, presentations, and confidential documents for the CEO.
• Serve as a liaison between the CEO and internal/external stakeholders, ensuring timely communication and follow-up.
• Assist with client onboarding, meeting preparation, and follow-up tasks to support the CEO’s client relationships.
• Coordinate special projects, events, and team activities as directed by the CEO.
• Maintain and update records, files, and databases with accuracy and confidentiality.
• Handle sensitive information with discretion and professionalism.
• Support the CEO in managing priorities, deadlines, and workflow to ensure efficient operations.

• Bachelor’s degree preferred; relevant experience in financial services or executive support required.
• 3+ years of experience as an executive assistant, preferably in a financial or professional services environment.
• Exceptional organizational, time management, and multitasking skills.
• Bookkeeping and payroll experience.
• Strong written and verbal communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with CRM or financial planning software a plus.
• Ability to work independently, exercise sound judgment, and maintain confidentiality.
• Positive attitude, proactive approach, and commitment to supporting a collaborative team culture.

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