Strategic Executive Assistant – Financial Services, NYC

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

Benefits offered by this job

Annual bonus

Generous PTO and holidays

Professional development opportunities

Collaborative team environment

Job summary

Piper Sandler & Co. is seeking an Executive Assistant to support the Financial Services team in our New York City office. The ideal candidate will communicate effectively, manage multiple tasks, and handle confidential information with discretion in a fast-paced environment.

Key duties include managing calendars, arranging domestic and international travel, preparing reports, and maintaining CRM data. The role offers a competitive bonus structure, generous PTO, and professional development

Qualifications

• Strong time-management and multitasking abilities.
• Excellent communication skills with internal and external partners.
• Ability to handle confidential information with discretion.
• Experience supporting senior executives preferred.
• Proficiency in Microsoft Office and expense systems.

Responsibilities

• Manage senior executive calendars, meetings, dinners, and events with prioritization.
• Arrange domestic and international travel itineraries and agendas.
• Prepare correspondence, reports, presentations, and invoices with accuracy.
• Serve as primary contact between executives, internal teams, clients, and partners.
• Track expenses and ensure timely processing per company policy.
• Update CRM data, contact notes, and deal pipelines as needed.
• Maintain confidentiality when handling sensitive materials.
• Assist with additional administrative tasks as requested.

Skills

Excellent communicator

Time management

Discretion

Attention to detail

Executive support

Tools

Microsoft Office

Concur

Job description

Piper Sandler & Co. is seeking an Executive Assistant to support the Financial Services team in our New York City office. The ideal candidate will communicate effectively, manage multiple tasks, and handle confidential information with discretion in a fast-paced environment.

Key duties include managing calendars, arranging domestic and international travel, preparing reports, and maintaining CRM data. The role offers a competitive bonus structure, generous PTO, and professional development