Senior Executive Assistant
Senior Executive Assistant
New York, New York, USA - Permanent
Job Description
Our client is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Their smart technology takes financial services that are often confusing, opaque and expensive and makes them transparent, simple and low-cost. They’re the largest FinTech in Canada, with over 3M users and over $30B in assets - and they’re just getting started.
Our client makes a real impact with groundbreaking ideas and Canadian firsts. They’re looking for talented individuals who keep it simple and value collaboration and humility as they continue to create high-performing teams where people can be inspired to do their best work.
Our client seeks an experienced, adaptable and motivated Executive Assistant to provide support to both the Chief Financial Officer and Chief Commercial Officer. This is a hybrid position, with 2-3 days/week onsite in their SoHo, Manhattan office.
In this role you’ll have the opportunity to:
- Manage complex day-to-day correspondence, calendars, travel arrangements, expenses, and scheduling for the CFO and CCO based on communicated priorities.
- Manage internal and external communications; reaching out to industry contacts about Wealth Management, communicating with internal groups across the org. on behalf Finance and Commercial, etc.
- Manage and coordinate all logistics for Finance and Commercial programming, including accommodations, travel, venues, IT support, catering, etc. This includes all-hands meetings, leadership meetings, takeovers, 1:1 engagement meetings with frontline staff, and semi-annual events.
- Work collaboratively with cross-team EAs to help move the business forward
- Assist with organizing and maintaining information libraries and communication channels
- Effectively interface with employees across the company
- Be ready and willing to get involved in special initiatives and projects such as event planning, drafting internal communications, team and individual recognition, etc.
- Free up capacity for CCO and CFO as needed, and act as support for leadership teams.
- Workplace Operations - Act as the point-person for the NYC-based team, including being physically in-office 2-3x/week. This includes:
- Support basic office administration ex. Receiving packages and notifying recipients, responding to requests in Slack, coordination with Workplace Ops team, access card distribution, etc.
- Work collaboratively with IT support to troubleshoot A/V issues
Must Have Skills:
- Previous experience in executive administration (4+ years), ideally in a fast-paced and innovative environment.
- Skillful execution of administrative activities with high attention to detail, organization and process
- Ability to prioritize and manage time effectively
- Strong collaboration and relationship management skills; ability to build a personal network throughout the company and with external partners.
- Strong oral and written communication; ability to communicate clearly and effectively with senior leaders, external stakeholders, and business partners.
- Agility and flexibility in response to changing priorities and need with proactive followthrough
- Ability to handle confidential information with the utmost discretion
- Experience with tools such as Slack, Glean, Google Meet, Google Calendar, Excel, PowerPoint, Google Docs and/or Notion is an asset, though not a hard requirement.
- Tech savvy; comfortable working collaboratively with remote support to troubleshoot IT issues.
- Willing and able to work onsite 2-3x/week, and to travel to HQ in Toronto approximately 1x/quarter.
Nice to Have Skills:
- Previous experience supporting executives in a fast-scaling startup
- Interest/knowledge around wealth management and financial technology
- Experience boosting team energy and collaboration - someone with an outgoing personality and high level of team engagement is a big plus!
Special Perks:
Why work with our client?
- Competitive salary with top-tier health benefits and life insurance
- Comprehensive retirement savings matching plan
- 20 vacation days and unlimited sick and mental health days
- Annual wellness and professional development budgets
- Wide variety of peer and company-led employee resource groups
- Company-wide wellness days scheduled throughout the year.