Job Description

Responsibilities:

• Manage and prioritize the CEO’s complex calendar, including scheduling meetings, appointments, and travel arrangements.
• Coordinate communication between the CEO and various stakeholders, maintaining professionalism and confidentiality.
• Prepare and organize documents, presentations, reports, and correspondence for internal and external meetings.
• Act as a liaison between the CEO and executive team, ensuring clear and efficient communication.
• Plan and execute special projects, events, and meetings, managing all logistics and details.
• Anticipate the needs of the CEO, proactively addressing administrative and operational requirements.
• Handle confidential information with a high level of discretion and integrity.
• Draft and edit communications, presentations, and reports, ensuring accuracy and clarity.
• Coordinate travel arrangements, including itineraries, accommodations, and transportation.
• Provide support in board meetings, including agenda preparation, taking minutes, and following up on action items.
• Assist with financial reporting, budgeting, and expense tracking as required.

Must Haves:

• 5+ years’ experience supporting C-suite executives
• Exceptionally polished with strong professional presence and communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Bachelor’s degree in Business Administration, Communications, or a related field.

Preferred Qualifications:

• Financial services or wealth management industry experience.
• Salesforce experience.

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