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.