Job Description

We’re seeking an experienced Executive Assistant to support our client, a nationally recognized financial services firm, in an interim capacity. This role will be responsible for supporting the Investment Division, prioritizing the needs of the Chief Investment Officer. Your day-to-day will include calendar and travel management, expense reporting, and serving as the main conduit of information between the front, middle, and back offices of the division. Excellent written and verbal communication skills are required for this role! The ideal candidate will also have a track record of proven success as an Executive Assistant, an Illinois Notary Public certification, and a proactive work ethic.

With a hybrid work schedule, competitive hourly pay, and Summer Fridays, this is the perfect opportunity for an experienced Executive Assistant to make a meaningful impact on a recognized brand. Apply today!

Responsibilities:

• Provide high-level administrative support to the Chief Investment Officer, including the creation of slide decks, travel and calendar management, and expense reporting
• Create and manage meeting agendas for several leadership team meetings each week
• Perform sensitive treasury functions, including wires and fund transfers
• Accurately communicate information between front, middle, and back offices of the Investment Division
• Support internal working groups and cross-functional departments with ad hoc administrative requests
• Ensure invoicing accuracy and timely submission by coordinating with respective team leaders
• Coordinate with facilities management to ensure timely fulfillment of maintenance requests

Requirements:

• 4+ years’ administrative experience within finance, banking, or investment industries REQUIRED
• Bachelor’s degree required
• Proficiency in Microsoft Suite (Outlook, PPT, Excel, Word), AmTrav, and Certify
• Illinois Notary Public certification
• Proven success supporting senior leadership with complex scheduling and shifting priorities
• Collaborative work ethic that prioritizes the success of the team
• High degree of professionalism with the capability of handling sensitive information
• Adaptability to various leadership styles and personalities
• Polished communicator with a strong presence suitable for a professional corporate setting

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