We are seeking a proactive and highly organized Executive Assistant to provide comprehensive support to two senior leaders at our client who is a financial firm in downtown Boston. The ideal candidate will be adept at managing both professional and personal tasks, ensuring the smooth running of day-to-day operations. This role requires a high level of discretion, excellent communication skills, and the ability to juggle multiple priorities in a fast-paced finance environment.

Key Responsibilities:

• Manage complex calendars for two senior leaders, including scheduling meetings, conference calls, and appointments.
• Prepare meeting materials, agendas, and minutes, ensuring follow-up on action items.
• Handle all travel arrangements (domestic and international), including flights, accommodations, and itineraries.
• Screen, prioritize, and respond to emails and phone calls.
• Assist in preparing presentations, reports, and financial documents as needed.
• Coordinate personal appointments, reservations, and events for senior leader.
• Handle personal travel arrangements, including family or special events.
• Manage personal tasks such as errands, gift purchasing, and other personal matters as requested.
• Act as a point of contact between senior leaders, internal teams, clients, and external stakeholders.
• Ensure smooth communication flow across teams and departments.
• Maintain confidentiality with sensitive business and personal information.
• Assist with ad hoc projects, such as research, data analysis, and preparing documents for board meetings.
• Coordinate special events, off-site meetings, and company functions.
• Provide logistical support for team initiatives and client engagements.
• Maintain organized filing systems, both electronic and paper.
• Process expense reports and track budgets related to executive and team activities.
• Order office supplies and manage vendor relationships as needed.

Qualifications:

• 5 years of experience as an Executive Assistant, in the finance or professional services industry.
• Exceptional organizational and time-management skills.
• Ability to work independently and handle multiple tasks with tight deadlines.
• Excellent written and verbal communication skills.
• High degree of discretion and professionalism when handling confidential information.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and scheduling software.
• Familiarity with financial terminology is a plus.