Executive Assistant (Financial Services)

Executive Assistant | Financial Services | Boston, MA

Hybrid (3-4 days onsite - depending on executives' needs)

Job Overview:

Our client is seeking a polished, highly organized Executive Assistant to support two senior leaders in a fast-paced professional environment. This is a hands-on role for someone who is confident managing competing priorities, anticipates needs, and is comfortable taking ownership without waiting to be asked.

The ideal candidate is personable, responsive, and naturally proactive. They are looking for someone with a strong executive presence who will confidently say, “I’ve got it,” and follow through.

What You’ll Do:

• Own complex calendars and keep schedules running smoothly, including coordinating meetings across multiple priorities
• Arrange domestic and international travel, including detailed itineraries and occasional private travel
• Manage the logistics surrounding internal and external meetings, calls, and appointments
• Track expenses and prepare and submit expense reports
• Serve as a reliable backup for other administrative team members when needed
• Manage incoming calls, correspondence, and mail, ensuring information gets to the right person quickly
• Handle a variety of administrative requests and special projects with a high level of discretion
• Assist with occasional personal and professional tasks, including reservations, mailings, and other time-sensitive requests
• Build strong working relationships with a range of personalities and serve as a trusted resource to the executives and broader team
• Anticipate what needs to happen next and proactively take care of details before they become issues

What We’re Looking For:

• 3+ years of experience supporting executives in a professional environment
• Confident, polished, and comfortable speaking up and communicating proactively
• Highly organized with exceptional attention to detail
• Someone who stays calm and solutions-focused when priorities shift
• Able to manage multiple deadlines without losing track of the details
• Strong judgment and the ability to handle sensitive information with discretion
• Excellent written and verbal communication skills
• Strong proficiency with Microsoft Office, particularly Outlook, Excel, and PowerPoint
• Team-oriented, dependable, and willing to jump in wherever needed
• A proactive “see it, own it, get it done” approach
• Professional, personable, and comfortable working with different personalities and working styles
• Bachelor’s degree preferred
• Financial services experience is a plus, but not required

Compensation Package:

Competitive base salary plus bonus, profit sharing, and paid OT, along with a strong overall benefits package.