Remote EA to Senior Leaders | CRM & Research

Beacon Hill Staffing Group, LLC

Oklahoma City (OK)

Remote

USD 65,000 - 90,000

Full time

7 days ago
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Job summary

Beacon Hill Staffing Group, LLC is seeking a polished Executive Assistant to provide high-level support to a two-person senior leadership team. The role includes calendar management, meeting prep, and coordinating across time zones, with a primarily remote arrangement but on-site support possible near West Palm Beach.

The ideal candidate will have 5+ years of admin experience in financial services or asset management, strong MS Office and CRM skills, superb discretion, and a proactive,

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.
  • Highly responsive with quick, precise communications.
  • Highly organized with extreme attention to detail.
  • Synthesizing information quickly, working independently, asking questions when needed.
  • Strong research and written communication skills.
  • Works well under pressure with multiple priorities and deadlines.
  • Professional demeanor and excellent client service with discretion.
  • Familiarity with CRM systems; residence within commuting distance of West Palm Beach.

Responsibilities

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

Skills

Executive support
Proactive
Highly organized
Attention to detail
Independent work
Strong communication
Discretion
CRM familiarity
Research/written comms
Client service

Education

Bachelor's degree preferred

Tools

Microsoft Office (Outlook, Word, Excel)
AI tools
CRM systems

Job description

Beacon Hill Staffing Group, LLC is seeking a polished Executive Assistant to provide high-level support to a two-person senior leadership team. The role includes calendar management, meeting prep, and coordinating across time zones, with a primarily remote arrangement but on-site support possible near West Palm Beach.

The ideal candidate will have 5+ years of admin experience in financial services or asset management, strong MS Office and CRM skills, superb discretion, and a proactive,

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