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.