Remote Executive Assistant to Senior Leaders in Finance

Beacon Hill Staffing Group, LLC

Santa Fe (NM)

À distance

USD 65 000 - 90 000

Plein temps

Il y a 7 jours
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Avantages offerts par ce poste

Medical insurance
Dental insurance
Vision insurance
Leave programs

Résumé du poste

Beacon Hill Staffing Group, LLC is seeking an experienced Executive Assistant to provide high-level support to a two-person senior leadership team in a predominantly remote role, with on-site needs in West Palm Beach as required. The role requires 5+ years of administrative experience in financial services or related fields, strong Microsoft Office and CRM skills, and exceptional organizational abilities.

The successful candidate will prepare briefing materials, manage complex calendars across

Qualifications

  • 5+ years of administrative support experience, ideally supporting senior executives.
  • Experience in alternative asset management, private credit or financial services is preferred.
  • 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.

Responsabilités

  • 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

Connaissances

Executive support
Calendar management
CRM
Research and writing
Communication

Formation

Bachelor's degree preferred but not required

Outils

Microsoft Office
CRM systems
AI tools

Description du poste

Beacon Hill Staffing Group, LLC is seeking an experienced Executive Assistant to provide high-level support to a two-person senior leadership team in a predominantly remote role, with on-site needs in West Palm Beach as required. The role requires 5+ years of administrative experience in financial services or related fields, strong Microsoft Office and CRM skills, and exceptional organizational abilities.

The successful candidate will prepare briefing materials, manage complex calendars across

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