Polished EA for Senior Leaders – Client Solutions

HRB; New York (NY); Hybrid; USD 81,000 - 135,000; Full time

Benefits offered by this job

Complimentary daily lunch

Excellent benefits

Job summary

Midtown Finance Firm is seeking an experienced Executive Assistant to support the Client Solutions Group in Midtown Manhattan. This role involves high-level calendar management, travel logistics, and handling client events with a strong client-service mindset.

The ideal candidate will coordinate meetings across time zones, prepare itineraries, manage expense reports, and help drive firm initiatives. On-site with periodic work-from-home flexibility, offering excellent benefits and growth

Qualifications

• 3+ years in administrative, project coordination, or related experience, ideally in financial or professional services
• Experience supporting multiple senior professionals in a fast-paced environment
• Strong organizational and project management skills with exceptional attention to detail
• Polished written and verbal communication skills with a client-service mentality
• Experience coordinating events, meetings, or conferences is a plus
• Proactive, resourceful, and comfortable taking ownership with minimal direction
• Calm and flexible with shifting priorities
• Collaborative team player with a low-ego attitude

Responsibilities

• Provide administrative support to senior members of the Client Solutions team, including Managing Directors and Vice Presidents
• Manage calendars and coordinate internal and external meetings across multiple schedules and time zones
• Arrange domestic and international travel, preparing detailed itineraries and managing changes as needed
• Prepare and process expense reports accurately and in a timely manner
• Assist with the planning and execution of client events, dinners, conferences, and other firm initiatives
• Coordinate event logistics including invitations, RSVPs, venues, catering, materials, attendee tracking, and day-of execution
• Support team projects and client-facing initiatives, helping track timelines, deliverables, and follow-up items
• Assist with meeting preparation, presentations, materials, and other client-related needs
• Maintain accurate contact information, databases, and team records
• Serve as a polished point of contact for clients and other external stakeholders
• Partner closely with other administrative professionals and internal teams to ensure seamless coordination and coverage
• Take ownership of ad hoc projects and additional responsibilities as the team evolves

Skills

Calendar management

Travel coordination

Client-service mentality

Event planning

Tools

Microsoft Office Suite

Job description

Midtown Finance Firm is seeking an experienced Executive Assistant to support the Client Solutions Group in Midtown Manhattan. This role involves high-level calendar management, travel logistics, and handling client events with a strong client-service mindset.

The ideal candidate will coordinate meetings across time zones, prepare itineraries, manage expense reports, and help drive firm initiatives. On-site with periodic work-from-home flexibility, offering excellent benefits and growth