Senior Executive Assistant

Ascendo Resources; West Palm Beach (FL); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

A leading financial services firm in West Palm Beach is seeking an organized and proactive Executive Director of Financial Services / Partner. The role demands exceptional attention to detail and the ability to juggle multiple priorities in a fast-paced environment. Responsibilities include managing complex calendars, scheduling appointments, and coordinating travel logistics. Candidates should have proven experience in a similar role, strong communication skills, and expertise with tools like Expensify, Salesforce, and DealCloud. This position offers a salary of $100,000 to $125,000, along with various benefits including medical insurance and a 401(k).

Qualifications

• Proven experience as an Executive Assistant or similar role supporting senior executives in a fast-paced environment.
• Ability to manage competing priorities with exceptional organizational skills.
• High level of discretion and professionalism in handling confidential matters.

Responsibilities

• Manage complex calendars for business and personal scheduling.
• Schedule appointments, meetings, and coordinate travel logistics.
• Prepare and submit expense reports using Expensify.

Skills

Organizational skills

Discretion and professionalism

Communication skills

Interpersonal skills

Project tracking

Tools

Expensify

Salesforce

DealCloud

Job description

Direct message the job poster from Ascendo Resources

Executive Director of Financial Services / Partner - Ascendo Resources

We are seeking a highly organized, proactive, and discreet Executive / Personal Assistant to support a senior principal with mostly professional but some personal responsibilities.

This role requires exceptional attention to detail, strong judgment, and the ability to manage multiple priorities in a fast-paced environment while coordinating seamlessly with internal teams and external partners.

Responsibilities

• Manage complex calendars, including business and personal scheduling
• Schedule appointments and coordinate meetings, conferences, and offsites
• Book domestic and international business travel and family vacations, including dealing with visas and logistics
• Organize and coordinate speaking engagements and conference participation and industry conferences
• Prepare and submit expense reports using Expensify
• Purchase gifts, manage holiday cards, and oversee special occasions
• Manage and coordinate board meetings, both onsite and virtual, including travel and hotel arrangements
• Manage philanthropic initiatives and related activities
• Research, hire, and oversee vendors and contractors for home-related projects
• Track projects and keep the principal informed of progress and deadlines
• Collaborate with other administrative professionals on other teams to coordinate cover

Qualifications

• Proven experience as an Executive Assistant, Personal Assistant, or similar role supporting senior executives, ideally in a fast paced, Financial Services, Hedge Fund or Private Equity Environment
• Exceptional organizational skills with the ability to manage competing priorities
• High level of discretion and professionalism when handling confidential matters
• Strong communication and interpersonal skills
• Experience working with expense management tools (Expensify preferred)
• Proficiency with CRM systems such as Salesforce and DealCloud
• Comfortable coordinating with internal teams, external vendors, and service providers
• Ability to anticipate needs and operate independently with minimal supervision

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative
• Financial Services and Venture Capital and Private Equity Principals

Referrals increase your chances of interviewing at Ascendo Resources by 2x

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Paid paternity leave

West Palm Beach, FL $100,000.00-$125,000.00 2 days ago