Financial Services Executive Assistant

Job Title: Senior Executive Assistant
Job at a glance: This role involves providing comprehensive administrative and operational support to senior executives within a dynamic environment. The successful candidate will manage complex calendars, coordinate meetings and travel, and oversee multiple projects to ensure seamless organizational flow.
Location: 787 7th Avenue New York NY 10019 United States
Pay Rate: $58/hr W2 + optional benefits (Medical, Dental, Vision, and 401k)
Duration of Contract: Long-term contract with extension/conversion possibility
Responsibilities:

• Executive calendar management, including complex scheduling across all time zones.
• Support and track client meetings, including Board and Regulatory meetings.
• Arrange domestic and international travel, accommodations, and expense claims.
• Coordinate and manage Microsoft Teams video conferences and weekly team-wide calls.
• Prepare and coordinate departmental meetings, events, and Town Halls.
• Create, edit, and prepare emails, organization charts, and presentations.
• Manage logistics and schedules for visitors and support senior executives during their visits.
• Handle incoming and outgoing communications, maintaining and creating email distribution lists in Outlook.
• Complete projects or tasks as requested by management, utilizing various application systems including iValua/MyPortal, MyIAM, and Concur.
• Manage scheduling and calendar management for executives, including travel arrangements and preparing documents for meetings.
• Maintain records and ensure confidential files are organized.
• Handle expense reports and budget tracking.
• Act as the first point of contact for internal and external stakeholders, drafting and editing correspondence.
• Coordinate information flow between departments to maintain clarity and alignment.
• Oversee multiple projects simultaneously and track progress toward milestones.
• Assist with event planning and team initiatives.
• Improve workflow efficiency through organization and clear prioritization.

Required Skills:

• Proficiency in Microsoft Office, Concur, and procurement software (ideally iValua/MyPortal).
• Background supporting financial institutions.

Company Culture:

• From your first day, you’ll have the support and resources needed to grow your career to new heights and direction.
• Get ready to impact the lives of millions as you work together to create amazing experiences and breakthrough products at an exciting pace.

As a trusted technology partner, CEI delivers solutions that help our customers transform their business and achieve meaningful results. From strategy and custom application development through application management - our technology and digital experience services are tailored to meet each unique need of our customers. Our staffing solutions bring specialized skills to complement our customers' workforce and project requirements.

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