Executive Assistant- Financial Services

Job description

Key Responsibilities

• Manage the CEO's calendar, appointments, meetings, and travel arrangements

• Screen and prioritize emails, calls, and correspondence

• Prepare reports, presentations, meeting agendas, and executive summaries

• Coordinate with internal teams, clients, vendors, and external stakeholders

• Track key projects and ensure deadlines are met

• Assist with bookkeeping, invoicing, expense tracking, and financial documentation when needed

• Maintain confidential records and sensitive business information

• Create and improve SOPs, workflows, and administrative processes

• Handle special projects and serve as the CEO's right hand in day-to-day operations

Requirements

Qualifications

• 5+ years of experience as an Executive Assistant, Chief of Staff, Operations Coordinator, or similar high-level administrative role

• Previous experience supporting a CEO, Founder, Managing Partner, or C-level executive

• Experience working in an accounting firm, CPA firm, bookkeeping company, financial services firm, or professional services environment is highly preferred

• Exceptional organizational and time management skills

• Strong written and verbal communication skills

• Advanced proficiency with Google Workspace and Microsoft Office

• Experience with accounting and business management software such as QuickBooks, Xero, Karbon, Canopy, TaxDome, or similar platforms is a plus

• Ability to manage multiple priorities with minimal supervision

• High level of discretion, professionalism, and attention to detail

What We're Looking For

The ideal candidate is resourceful, anticipates needs before they arise, and can operate as a strategic partner to the CEO. You are comfortable handling executive-level responsibilities, coordinating across departments, and keeping operations running smoothly behind the scenes.