Executive Assistant (Bank)

Financial Edge; San Juan (PR); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Financial Edge in San Juan, PR is seeking an experienced Administrative Executive Assistant to support senior leaders. The role oversees calendars, coordinates meetings, prepares materials, and drives efficient day-to-day operations.

Fluency in English and Spanish is required to liaise with diverse stakeholders across the Americas. You will manage travel, coordinate cross-functional initiatives, maintain records, and assist with reporting while upholding confidentiality and professionalism.

Qualifications

• Bachelor’s or associate’s degree in Business Administration, Office Management, or related field.
• 3–5 years of administrative or office support experience in a professional, corporate, or fast-paced environment.
• Proficient in Microsoft Office (Outlook, Word, Excel) and calendar management.

Responsibilities

• Manage and prioritize executive calendars, exercising independent judgment to align schedules with strategic priorities.
• Coordinate and oversee meeting logistics, prepare materials, and follow-up; track key action items and escalate risks as needed.
• Provide advanced administrative support to leadership, coordinating cross-functional initiatives.
• Serve as liaison for internal and external stakeholders, handling communications with discretion.
• Prepare, analyze, and maintain reports and tracking tools for operational or management decision-making.
• Develop and maintain document management systems to support audit readiness and compliance.
• Plan and manage complex domestic and international travel, review expenses for policy compliance.
• Coordinate visitor and stakeholder engagements with professionalism.
• Oversee office operations, vendor coordination, and process improvements within guidelines.
• Manage shared resources and administrative tools to improve efficiency across teams.
• Lead or support special projects with minimal supervision, managing timelines and stakeholders.

Skills

Bilingual EN/ES

Organizational skills

Time management

Independent worker

Cross-functional teamwork

Education

Bachelor’s or associate’s degree in Business Administration or related field

Equivalent work experience

Tools

Microsoft Office

Outlook

Word

Excel

Job description

Job Overview

Provides administrative and operational support to leaders and teams by coordinating schedules and meetings, preparing and organizing information, supporting communications and logistics, maintaining records, and helping ensure efficient day-to-day operations.

Job Responsibilities

• Manage and prioritize executive calendars, exercising independent judgment to align schedules with strategic priorities.
• Coordinate and oversee meeting logistics, including preparation of materials and follow‑up, ensuring alignment with leadership objectives. Independently track, assess, and follow up on key action items, escalating risks or delays and recommending solutions as appropriate.
• Provide advanced administrative and operational support to leadership, including coordination of cross‑functional initiatives.
• Serve as a key liaison for internal and external stakeholders, exercising discretion in managing communications and resolving issues on behalf of leadership.
• Prepare, analyze, and maintain reports and tracking tools used to support operational, compliance, or management decision‑making.
• Develop and maintain document management systems and processes to support audit readiness, compliance, and operational efficiency.
• Plan and manage complex domestic and international travel, assessing cost, timing, and business impact. Review, prepare, and monitor expense reporting, ensuring compliance with company policies and flagging discrepancies as needed.
• Coordinate visitor and stakeholder engagements, exercising discretion and professionalism in representing the company.
• Oversee office operations activities, including vendor coordination and process improvements, within established guidelines.
• Manage and curate shared resources and administrative tools to improve efficiency and consistency across teams.
• Lead or support special projects with minimal supervision, independently managing timelines, priorities, and stakeholder communication.

Skills and Qualifications

• Fluency in English and Spanish, both written and spoken
• Strong organizational skills with high attention to detail
• Ability to prioritize tasks and manage multiple deadlines simultaneously
• Ability to work independently and follow through on assignments with minimal supervision
• Team player who collaborates well across departments

• Build and maintain strong working relationships across internal and external stakeholders
• Adapt to changing priorities, processes and organizational needs with flexibility and professionalism
• Proactively anticipate needs and identify issues early to support efficient office and executive operations
• Exhibit strong sense of accountability, ownership, and follow-through on assigned responsibilities
• Exercise sound judgement and discretion when handling confidential and sensitive information

Job Requirements

• Bachelor’s or associate’s degree in Business Administration, Office Management, a related field or equivalent work experience will be considered in lieu of a formal degree
• 3–5 years of administrative or office support experience, preferably in a professional, corporate, or fast‑paced environment
• Proficiency in Microsoft Office (Outlook, Word, Excel required)
• Proven experience with calendar management, scheduling, and meeting coordination