Executive Assistant to CEO & Wealth Management Leader

Fiduciary Trust Company; Boston (MA); On-site; USD 90,000 - 115,000; Full time

Job summary

Fiduciary Trust Company in Boston seeks an experienced executive assistant to partner with the CEO and Head of Wealth Management, providing high-quality administrative support, managing complex calendars, and coordinating with Fiduciary's senior leadership, board and committees.

The role demands 7+ years of administrative experience, strong writing, and proficiency with Microsoft Office; familiarity with financial services is a plus.

Qualifications

• 7+ years of progressive administrative experience supporting C-level executives.
• Background in financial services or investment industry preferred.
• Strong writing, editing and proofreading skills.
• Ability to work independently and in a team with minimal supervision.
• Proficient with Microsoft Word, Excel, PowerPoint, Access and Outlook.
• Curiosity to leverage AI to increase efficiency and accuracy.
• Excellent organizational skills and ability to meet tight deadlines.
• Strong oral and written communication skills.

Responsibilities

• Active calendar management for CEO and Head of Wealth Management.
• Draft, edit and proofread correspondence and documents.
• Flag time-sensitive items and follow up on requests.
• Prepare agendas, briefings and presentation materials.
• Coordinate board and committee meetings and action items.
• Compile data for monthly and quarterly reports and ad hoc requests.
• Process invoices, reimbursements and subscription maintenance.
• Assist with travel bookings.
• Handle highly confidential information with discretion.
• Perform special projects as needed.

Skills

Executive support

C-level support

Calendar management

Financial services

Written communication

AI tools

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Access

Job description

Fiduciary Trust Company in Boston seeks an experienced executive assistant to partner with the CEO and Head of Wealth Management, providing high-quality administrative support, managing complex calendars, and coordinating with Fiduciary's senior leadership, board and committees.

The role demands 7+ years of administrative experience, strong writing, and proficiency with Microsoft Office; familiarity with financial services is a plus.