Senior Executive Assistant, Financial Services

Piper Sandler & Co. in; New York (NY); On-site; USD 90,000 - 105,000; Full time

Benefits offered by this job

Competitive bonus

Generous PTO

10 Federal Holidays

Training & development

Job summary

Piper Sandler's New York City office seeks an Executive Assistant to support the Financial Services team. The role requires excellent communication, strong time-management, and the ability to handle multiple tasks in a fast-paced environment while maintaining confidentiality and anticipating the needs of senior leaders.

Key duties include managing calendars, arranging travel, preparing reports and letters, coordinating with clients and internal teams, handling expenses, and maintaining CRM data.

Responsibilities

• Manage senior executive’s calendars, including meetings, dinners and events.
• Arrange domestic and international travel itineraries and agendas.
• Prepare correspondence, reports, presentations, engagement letters, invoices and tracking sheets.
• Serve as primary point of contact between senior executive and internal teams, clients and partners.
• Manage and track the executive’s expenses; ensure timely expense reports.
• Maintain CRM data with accurate contact notes and deal-tracking inputs.

Job description

Piper Sandler's New York City office seeks an Executive Assistant to support the Financial Services team. The role requires excellent communication, strong time-management, and the ability to handle multiple tasks in a fast-paced environment while maintaining confidentiality and anticipating the needs of senior leaders.

Key duties include managing calendars, arranging travel, preparing reports and letters, coordinating with clients and internal teams, handling expenses, and maintaining CRM data.