Elite Executive Assistant to CEO & Leadership Team

CenterSquare Investment Management LLC; Conshohocken (Montgomery County); On-site; USD 90,000 - 130,000; Full time

Job summary

CenterSquare Investment Management LLC in Conshohocken, PA seeks an experienced Executive Assistant to support the CEO and senior leaders. The role demands proactive calendar and inbox management, travel coordination across time zones, and discreet handling of sensitive information.

The ideal candidate will bring 5+ years of executive support experience, strong writing and communication skills, and proficiency with Concur and Microsoft 365.

Qualifications

• Bachelor's degree preferred.
• 5+ years of executive support experience, including at least 3 years directly supporting a CEO or C-suite executive; financial services or asset management experience strongly preferred.
• Advanced proficiency in Microsoft 365, including Outlook calendar management, and experience with Concur.
• Experience coordinating complex domestic and international travel and scheduling across multiple time zones.
• Exceptional writer who can draft in an executive’s voice and produce concise summaries.

Responsibilities

• Manage executive calendars and schedule internal, client and external meetings; protect time for priorities.
• Triage executive inboxes, draft correspondence, and provide summaries of emails and actions.
• Prepare weekly updates on leadership activity and upcoming travel/events.
• Coordinate meeting agendas, materials, and pre-reads for Leadership Team meetings.
• Track commitments, follow up on action items, flag risks and issues.
• Coordinate travel for the executive team and across the firm, including international trips.
• Audit and process executive expense reports in Concur and manage reimbursements.
• Provide backup coverage for headquarters operations as needed.

Skills

Executive support

Inbox management

Calendar management

Travel coordination

Written communication

Prioritization

Education

Bachelor's degree

Tools

Concur

Microsoft 365

Job description

CenterSquare Investment Management LLC in Conshohocken, PA seeks an experienced Executive Assistant to support the CEO and senior leaders. The role demands proactive calendar and inbox management, travel coordination across time zones, and discreet handling of sensitive information.

The ideal candidate will bring 5+ years of executive support experience, strong writing and communication skills, and proficiency with Concur and Microsoft 365.