Executive Assistant to Senior Leaders (Finance) Remote

Beacon Hill Staffing Group, LLC; Atlanta (GA); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Remote work optional

Job summary

Beacon Hill Staffing Group, LLC in the West Palm Beach area is seeking a polished Executive Assistant to provide high-level support to a two-person senior leadership team. You will manage calendars, prepare briefing materials, process meeting notes into the CRM, coordinate across time zones, and support business development and research in a fast-paced, client-focused environment.

The role requires 5+ years of administrative experience, preferably supporting executives in financial services or

Qualifications

• 5+ years of administrative support experience, ideally supporting senior executives.
• Experience in alternative asset management, private credit or financial services.
• Hard-working and proactive, with a track record of anticipating needs and staying one step ahead.
• Highly responsive, with quick and precise handling of communications.
• Highly organized, with extreme attention to detail.
• Ability to synthesize information quickly, work independently, and know when to ask questions.
• Strong technology skills, including Microsoft Office (Outlook, Word and Excel) and AI tools.
• Strong research and written communication skills.
• Works well under pressure, managing multiple priorities and meeting deadlines.
• Professional demeanor, excellent client service skills and a high level of discretion.
• Familiarity with CRM systems.
• Must live within commuting distance of West Palm Beach.
• Bachelor's degree preferred but not required.

Responsibilities

• Provide high-level executive support to the two-person senior leadership team
• Process meeting and call notes and enter them accurately into the CRM
• Prepare extensive briefing notes and background materials ahead of meetings and calls
• Manage complex calendars and coordinate meetings across multiple stakeholders and time zones
• Review upcoming conferences and attendee lists to identify relevant contacts and opportunities
• Help track business development outreach, including target lists and follow-ups
• Coordinate with the firm's outside marketing agency on projects and deliverables
• Assist the research team as needed
• Maintain the CRM and electronic filing systems
• Handle sensitive and confidential information with the highest degree of discretion

Skills

Administrative support

Proactive

Discretion & confidentiality

Communication

Organization

Independent work

Synthesis of information

Client service

CRM familiarity

Research & writing

Time management

Microsoft Office

AI tools

CRM systems

Education

Bachelor's degree preferred but not required

Tools

Microsoft Office (Outlook, Word, Excel)

AI tools

CRM systems

Job description

Beacon Hill Staffing Group, LLC in the West Palm Beach area is seeking a polished Executive Assistant to provide high-level support to a two-person senior leadership team. You will manage calendars, prepare briefing materials, process meeting notes into the CRM, coordinate across time zones, and support business development and research in a fast-paced, client-focused environment.

The role requires 5+ years of administrative experience, preferably supporting executives in financial services or