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Executive Assistant (Financial Services)

3 weeks, 6 days ago
United States
Full-time
Junior
Executive Assistant
Operations
Apply Now
Keller Executive Search

Keller Executive Search

Keller Executive Search is a leading global headhunting and recruitment firm with a presence in 48 countries. We specialize in finding quality leaders to drive business success through retained executive search and a range of curated services, includin...

Professional Services
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Description

  • Manage a complex, multi-city calendar across professional and personal obligations.
  • Coordinate domestic travel end to end, including accommodations, itineraries, and regional contacts.
  • Organize recurring board-related travel and meeting logistics.
  • Draft and manage executive correspondence for board members, partners, regulators, and internal staff.
  • Serve as a coordination point for internal and external stakeholders.
  • Maintain priority contacts and arrange key engagements such as dinners and lunches with constituents.
  • Track action items, deadlines, and follow-ups in close coordination with the Chief of Staff.
  • Support bookkeeping tasks, including expense reimbursement and select private holdings.
  • Coordinate personal and household logistics as needed.
  • Maintain strict discretion across professional and personal matters.

Requirements

  • Bachelor's degree or equivalent.
  • 3+ years of experience in complex administrative support with direct experience supporting a C-suite or senior executive.
  • Advanced proficiency in Microsoft Office.
  • Exceptional calendar and travel management skills in a fast-paced, multi-priority environment.
  • Clear, polished written and verbal communication skills with the ability to adapt tone across audiences including board members, executives, regulators, and external partners.
  • High degree of discretion and confidentiality.
  • Proactive, self-directed working style with the ability to anticipate needs and execute without repeated direction.
  • Sound judgment and executive-level presence.
  • Background in financial services, banking, or a similarly regulated industry preferred.
  • Familiarity with bookkeeping or expense management for both corporate and private holdings preferred.
  • Experience supporting a principal with both professional and personal logistics preferred.

Benefits

  • Base salary range of $70,000 to $100,000, commensurate with experience.
  • Medical, dental, and vision benefits.
  • 401(k) retirement plan eligibility.
  • Access to ongoing training and certifications.
  • Equal employment opportunity and non-discrimination protections.
  • Commitment to diversity and inclusion.
  • Reasonable accommodations for individuals with disabilities and pregnant individuals.

Interested in this position?

Apply directly on the company website

Apply Now

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