Executive Assistant

C-SUITE ASSISTANTS; Tennessee; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Discretionary bonus

Job summary

C-SUITE ASSISTANTS is seeking an experienced Executive Assistant to support a Principal in Williamson County, Tennessee. The role is local remote, with in-person updates as needed to align on projects and deadlines.

The ideal candidate has 5+ years supporting a C-suite executive in finance, a Bachelor’s degree, and strong organizational and communication skills. Proficiency in MS Office, Google Suite, AI tools, and Salesforce is desired. Competitive pay and benefits offered.

Qualifications

• At least 5 years of experience supporting a C-suite executive, preferably in finance.
• Bachelor’s Degree and strong business acumen.
• Excellent organization and problem-solving skills.

Responsibilities

• Serve as primary gatekeeper to the Principal, manage calendar and priorities.
• Manage inbox, craft and edit emails and correspondence.
• Arrange travel with detailed itineraries.
• Organize virtual meetings, conferences, and events with materials and logistics.
• Track deadlines and follow-ups; handle expense reporting.
• Personal tasks and ad hoc projects as needed.

Skills

5+ years EA experience

Bachelor's Degree

Detail-oriented

Client interfacing

Microsoft Office Suite

Google Suite

AI tools

Salesforce

Education

Bachelor's Degree

Tools

Microsoft Office Suite

Google Workspace

Salesforce

AI tools

Job description

Executive Assistant to Principal, Boutique Financial Advisory Firm, Williamson County, Tennessee, Local Remote.

A well-established financial advisory firm, where one of the key principal’s is located in Williamson County Tennessee is seeking an experienced, highly organized and professional “right hand” Executive Assistant The ideal candidate has at least 5 years of experience supporting a C-suite executive, preferably in the financial advisory space or in general finance, is well-organized, pro-active and has good business acumen. This role is local remote where the principal and the Executive Assistant will get together as needed for updates on projects and deadlines.We advise that the person spends as much time with the principal as possible to get an understanding of how he operates and prioritizes his day during the first 6 months.

About The Job

• Serve as the primary “right hand” gatekeeper to the Principal, managing his calendar, scheduling meetings and setting priorities
• Manage his inbox, craft and edit emails and other correspondence on his behalf;
• Arrange travel arrangements with detailed itineraries, personal and professional
• Organize virtual meetings, conferences, and events, ensuring all materials/reports, research and logistics are handled effectively
• Track and manage deadlines, priorities, and follow-ups for the principal
• Expense reporting
• Personal work; errands and ad hoc projects

About You

• At least 5 years of experience as an Executive Assistant supporting a C-Suite executive at a finance firm.
• Bachelor’s Degree
• Detail-oriented and organized with exceptional problem-solving skills.
• Professional presence with the ability to interface with clients.
• Advanced proficiency in Microsoft Office Suite; Google Suite; adept as using AI tools to help with process efficiencies; knowledge of Salesforce A Plus.
• A kind, warm, calm personality that has a “service heart”

Competitive base salary, discretionary bonus, and comprehensive health benefits