Executive Operations Coordinator to CFO

Solomon Page; New Jersey; On-site; CAD 119,000 - 126,000; Full time

Job summary

Solomon Page is assisting a client in New Jersey to hire an Executive Assistant to support the CFO at a Family Office. This is a full-time, in-office role requiring a car for travel and strong proficiency in financial reporting and spreadsheets.

You will manage schedules, prepare presentations, coordinate travel, and liaise with Finance and other departments to ensure timely completion of projects. 9-5, five days a week, with a bonus potential.

Qualifications

• Bachelor's degree preferred.
• 2-4 years of administrative experience, working with senior level professionals.
• Experience with financial reports, spreadsheets, or accounting information preferred.
• Reliable transportation is required for daily commuting.

Responsibilities

• Provide high-level administrative and operational support to the Chief Financial Officer.
• Coordinate and manage the CFO's schedule, including appointments, meetings, and calendar.
• Review incoming communications, prioritize urgent matters, monitor follow-up items, and help maintain an organized executive inbox.
• Develop and prepare presentations, reports, and meeting agendas.
• Arrange business travel which includes itineraries, travel arrangements, and processing expenses.
• Assist in compiling financial information and supporting documentation for monthly financial reviews and reporting.
• Maintain accurate electronic and physical filing systems to ensure efficient document management.
• Create and update spreadsheets, reports, and presentations as needed.
• Serve as a liaison between the Finance team and other departments to promote timely communication and project completion.
• Monitor project deadlines, action items, and outstanding requests to ensure follow-through.
• Provide general administrative support, including coordinating meetings, maintaining office supplies, and assisting with additional duties as assigned.
• Assist with light personal work when needed.

Skills

Calendar management

Financial reporting experience

Spreadsheet proficiency

Administrative support

Reliability

Education

Bachelor's degree

Tools

Microsoft Office

Excel

PowerPoint

Job description

Our client is seeking an Executive Assistant to support their CFO at a Family Office in NJ (Middlesex County). The candidate must have a car. This is 5 days/week in office and looking for someone who can provide top notch support to executive leadership. This is an excellent opportunity to work with top leadership and collaborate with other groups. Looking for someone who has experience working with financial reports and spreadsheets.

• $85-90k + Bonus
• 5 days in office; 9-5

Responsibilities:

• Provide high-level administrative and operational support to the Chief Financial Officer.
• Coordinate and manage the CFO's schedule, including appointments, meetings, and calendar
• Review incoming communications, prioritize urgent matters, monitor follow-up items, and help maintain an organized executive inbox.
• Develop and prepare presentations, reports, and meeting agendas
• Arrange business travel which includes but is not limited to creating itineraries, travel arrangements, and processing expenses
• Assist in compiling financial information and supporting documentation for monthly financial reviews and reporting.
• Maintain accurate electronic and physical filing systems to ensure efficient document management.
• Create and update spreadsheets, reports, and presentations as needed.
• Serve as a liaison between the Finance team and other departments to promote timely communication and project completion.
• Monitor project deadlines, action items, and outstanding requests to ensure follow-through.
• Provide general administrative support, including coordinating meetings, maintaining office supplies, and assisting with additional duties as assigned.
• Assist with light personal work when needed.

Required Qualificaitions:

• Bachelors Degree preferred
• 2-4 years of administrative expereinece, working with senior level profesisonals
• Experience working with financial reports, spreadsheets, or accounting information is preferred
• Reliable transportation is required for daily commuting.