ProspectBlue is seeking a highly organized, proactive, and detail-oriented Executive Assistant to support senior leadership within a dynamic financial services firm. This role requires a polished professional who thrives in a fast-paced environment and can manage complex calendars, confidential information, and strategic administrative tasks with efficiency and discretion. The ideal candidate will have prior experience supporting C-level executives, preferably within the financial or professional services sector.
Key Responsibilities:
Provide high-level administrative support to one or more senior executives, including calendar management, meeting coordination, and travel arrangements.
Prepare, edit, and proofread correspondence, presentations, reports, and other confidential materials.
Manage incoming communications (emails, calls, mail), prioritize inquiries, and respond or delegate as appropriate.
Coordinate internal and external meetings, including logistics, agendas, materials, and follow-ups.
Assist with document and data preparation related to financial planning, reporting, compliance, and regulatory filings.
Maintain organized systems for document filing, contact management, and expense reporting.
Support investor relations and client communication initiatives as needed.
Collaborate with internal departments (Legal, Compliance, Operations) to ensure seamless execution of executive-level projects.
Handle sensitive information with the utmost confidentiality and professionalism.
Track and help drive completion of key deliverables and follow up on outstanding items.
Qualifications:
Education: Bachelor’s degree in Business Administration, Finance, or a related field preferred.
Experience: 5+ years as an Executive Assistant, preferably in financial services, banking, investment management, or professional services.
Skills:
Strong organizational and time management skills.
Excellent verbal and written communication abilities.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); familiarity with Sales Force a plus.
High level of discretion, integrity, and professionalism.
Ability to anticipate needs, solve problems independently, and manage multiple priorities.
Comfortable working with financial documents and reports.