Executive Administrative Assistant - Financial Services

CEI; Northern, New York (KY, NY); Hybrid; USD 40,000 - 57,000; Full time

Job summary

CEI in New York, NY is seeking an Executive Administrative Assistant for Financial Services to support senior leaders with complex calendar management, meeting coordination across time zones, and travel arrangements. The role requires discretion with confidential materials, strong MS Office skills (Outlook, Word, Excel, PowerPoint), and the ability to handle multiple priorities in a fast-paced environment.

This is a contract/W2 position offering $35/hour and eligibility for medical, dental,

Qualifications

• Undergraduate degree in related business field of study.
• 2+ years of relevant experience preferred.
• Experience handling confidential materials at all levels.
• Knowledge of administrative procedures and MS Word, Excel & PowerPoint.
• Experience coordinating travel and expense reporting.

Responsibilities

• Calendar Management – complex agenda and meetings across time zones.
• Schedule and track client meetings, including Board and Regulatory meetings.
• Domestic & International Travel arrangements; expense claims.
• Coordinate webcasts, video and telepresence conferences as needed.
• Preparation and coordination of departmental meetings, events, and Town Halls.
• Managing logistics for visitors.
• Assist with onboarding of new hires and transfer candidates.
• Ordering, replenishment and distribution of departmental supplies.
• Maintain current e-mail distribution lists in Outlook.
• Modifications and distribution of departmental reports.
• Handle projects or tasks as required by management.
• Manage principals' inbox/outbox with extensive follow up.

Skills

Calendar management

Executive support

Travel coordination

Confidentiality

MS Office Proficiency (Outlook/Word/Ex

Education

Undergraduate degree

Tools

Outlook

Excel

PowerPoint

Word

Job description

Back Executive Administrative Assistant - Financial Services
Other New York , NY Contract Hybrid Aug 24, 2026

Executive Administrative Assistant - Financial Services

Job at a Glance

Title:Executive Administrative Assistant - Financial Services
Location:NYC - onsite
Contract: W2 only
Pay: $ 35/hour + optional medical, dental, vision, 401(k) match

Overview

This role provides administrative support to executive-level employees, with a focus on complex calendar management, meeting coordination, and travel arrangements. The position requires strong organization, discretion with confidential materials, and proficiency across Microsoft Office and proprietary applications.

Key Responsibilities

• Calendar Management – complex agenda and setting of meetings across all time zones
• Schedule and track client meetings and support, including Board and Regulatory meetings
• Domestic & International Travel arrangements; expense claims, expedited travel services
• Coordinate webcasts, video and telepresence conferences as needed
• Preparation and coordination of departmental meetings, events, and Town Halls
• Managing logistics for visitors
• Assist with the onboarding process of new hires and transfer candidates
• Ordering, replenishment, arrangement and distribution of departmental supplies
• Maintain current e-mail distribution lists in Outlook
• Modification and distribution of departmental reports
• Completion of any reasonable projects or tasks, as requested by management
• Manage principals' inbox/outbox with extensive follow up as needed
• Utilize several applications, both proprietary systems and the Microsoft Office Suite

Required Skills

• Excellent calendar management skills, including the coordination of complex executive meetings
• Well organized, detail oriented, flexible and enjoy the administrative challenges of supporting executive level employees
• Experience handling confidential materials at all levels
• Knowledge of administrative and clerical procedures and systems, such as MS Word, Excel & PowerPoint
• Experience in coordinating travel (both Domestic & International) and extensive experience in expense reporting
• Knowledge of principles and processes for providing customer and personal services
• Demonstrated ability to quickly learn and become proficient with a wide range of software applications, including both proprietary systems and the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Required Education

• Undergraduate degree in related business field of study

Preferred Skills

• A minimum of 2+ years of relevant experience

Why Should I Apply?

This opportunity offers broad exposure to executive-level support, complex scheduling, and high-visibility meeting coordination. Apply to contribute in a fast-paced environment requiring discretion, precision, and strong operational execution.

About CEI:

As a trusted technology partner, CEI delivers solutions that help our customers transform their business and achieve meaningful results. From strategy and custom application development through application management - our technology and digital experience services are tailored to meet each unique need of our customers. Our staffing solutions bring specialized skills to complement our customers' workforce and project requirements.