Onsite

A growing financial services firm located in West Yarmouth, Massachusetts is seeking an Executive Assistant to provide high-level support to the CEO. This role focuses on enhancing operational efficiency through proactive calendar management, meeting preparation, and project follow-through. The ideal candidate is tech-savvy, highly organized, and thrives in a fast-paced, evolving environment where strong communication and problem-solving skills are essential. This is a unique opportunity for someone eager to grow professionally in a collaborative team environment who enjoys taking initiative and driving process improvements to make a meaningful impact.

Executive Assistant Responsibilities:

• Manage CEO’s calendar, schedule client and internal meetings, and add detailed notes and summaries to ensure full preparation
• Create daily briefings outlining priorities, completed tasks, and upcoming to-dos to enhance CEO’s focus and overall productivity
• Act as a strategic operations partner by identifying efficiencies, structuring the CEO’s day, and supporting optimal performance
• Handle CEO’s phone line, take messages, return calls, and manage voicemail with professionalism and timely follow-up
• Assist with research for client needs, compile options, and support company presentations including leading select internal sessions
• Oversee project management duties: track progress, resolve team issues, update stakeholders, and ensure timely completion
• Book and coordinate all business and personal travel, including detailed research and arrangements for frequent trips
• Plan and coordinate company events, handle minor client service issues, and manage thoughtful purchasing of appreciation gifts

Executive Assistant Requirements:

• Minimum of 3 years experience as an Executive Assistant or similar role
• Confident communicator able to take charge and speak up when needed
• Advanced technology skills with experience in Microsoft Suite and scheduling tools
• Proven ability to lead projects and coordinate teams effectively
• High emotional intelligence to anticipate needs and build strong working relationships
• Strong organizational skills with a focus on continuous process improvement
• Experience booking complex travel and planning corporate events

Benefits:

• Health insurance coverage
• 401(k) with company match
• 3 weeks PTO and paid holidays
• Company-provided laptop and cell phone reimbursement
• Wellness reimbursement for gym, health, or related activities

Step into a dynamic financial services environment focused on innovative advisory strategies, seeking a motivated Executive Assistant to support leadership and improve operational flow!

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