Remote Executive Assistant to Senior Leaders (Finance)

Beacon Hill Staffing Group, LLC; Baton Rouge (LA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Beacon Hill Staffing Group, LLC is recruiting an Executive Assistant to support a two-person senior leadership team. The role focuses on high-level administrative duties, calendar management, meeting prep, and maintaining CRM systems in a largely remote setting with occasional in-person needs within commuting distance of West Palm Beach.

Ideal candidates bring 5+ years of admin experience in financial services or asset management, strong MS Office and research skills, and a proactive, discreet

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

Executive support

Calendar management

CRM familiarity

Communication

Research

MS Office

AI tools

Attention to detail

Discretion

Multitasking

Education

Bachelor's degree preferred

Tools

CRM systems

Job description

Beacon Hill Staffing Group, LLC is recruiting an Executive Assistant to support a two-person senior leadership team. The role focuses on high-level administrative duties, calendar management, meeting prep, and maintaining CRM systems in a largely remote setting with occasional in-person needs within commuting distance of West Palm Beach.

Ideal candidates bring 5+ years of admin experience in financial services or asset management, strong MS Office and research skills, and a proactive, discreet