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.