Executive Assistant - Financial Services

We are seeking an experienced, proactive, and highly organized Executive Assistant to provide high-level support to a senior financial services professional and help manage day-to-day operations. The ideal candidate is a polished professional who is resourceful, detail-oriented, and takes ownership in a fast-paced environment.

Key Responsibilities Include:
- Provide executive-level administrative support, including calendar management, coordinating meetings, and client correspondence.
- Handle client service requests and ensure timely follow-up.
- Prepare reports, presentations, and financial documents with accuracy.
- Maintain client records and assist with special projects.
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Qualifications:
-Proven track record in an executive or senior administrative support role, preferably within financial services.
-Strong organizational and time management skills, with keen attention to detail.
-Dependable and able to handle confidential information.
-Excellent written and verbal communication skills, including professional phone etiquette.
-Proficient in Microsoft Office Suite.
-Life, Accident, and Health License is a plus.
-Salary commensurate with experience.