Senior Executive Assistant — Global Calendar & Office Ops

Praxy; New York (NY); On-site; USD 95,000 - 115,000; Full time

Job summary

Brookfield is seeking an experienced Executive Assistant to support the NY-based private wealth team. You will manage calendars, prepare presentations, and coordinate travel, while handling confidential information with discretion.

The role requires 6-7+ years in financial services, a 4-year degree, and proficiency with MS Office, Concur, SharePoint, and Salesforce. Strong organization, communication and teamwork are essential in a fast-paced environment.

Qualifications

• 6-7+ years’ experience as an Executive Assistant in financial services
• 4-year degree or beyond from an accredited university
• MS Office mastery (Word, Excel, PowerPoint, Outlook) and mail merges with many recipients
• Experience with Concur, SharePoint and Salesforce preferred
• Highly organized, proactive and able to manage multiple priorities in a fast-paced environment
• Strong interpersonal and confidential handling skills

Responsibilities

• Manage main Outlook calendars and complex meetings across time zones
• Prepare and format PowerPoint, Excel and Word documents with advanced skills
• Coordinate travel arrangements and events with vendors and executives
• Process invoices and expense reports; support onboarding/offboarding as needed
• Provide professional, confidential support to senior NY-based team members

Skills

Calendar management

PowerPoint

Excel

Travel coordination

Communication

Confidentiality

Multitasking

Team player

Education

4-year degree

Tools

Concur

SharePoint

Salesforce

Job description

Brookfield is seeking an experienced Executive Assistant to support the NY-based private wealth team. You will manage calendars, prepare presentations, and coordinate travel, while handling confidential information with discretion.

The role requires 6-7+ years in financial services, a 4-year degree, and proficiency with MS Office, Concur, SharePoint, and Salesforce. Strong organization, communication and teamwork are essential in a fast-paced environment.