Strategic Executive Assistant, Private Banking (NYC)

Sharp Decisions

New York (NY)

On-site

USD 90,000 - 100,000

Full time

2 days ago
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Job summary

Sharp Decisions seeks an experienced Executive Assistant to provide high-level administrative support for the New York region. This role backs the New York team of Private Bankers and related Private Banking members, ensuring efficient operations and governance in a fast-paced environment.

The role requires 4–6 years of relevant experience, strong typing, and excellent communication. You will manage confidential matters, coordinate travel, and prepare professional documents, contributing to

Qualifications

  • 4–6 years of experience supporting front-line sales teams or equivalent.
  • Proven administrative or secretarial experience.
  • Strong typing skills and proficiency with PCs and common software.
  • Excellent customer service, problem-solving, and organizational abilities.
  • Ability to anticipate needs of senior executives and prioritize tasks.
  • Ability to work independently with minimal guidance.
  • Strong communication skills and discretion with confidential matters.
  • Knowledge of company policies or equivalent experience.

Responsibilities

  • Provide confidential administrative and secretarial support aligned with the assigned area.
  • Research information and data while maintaining records and filing systems.
  • Develop and produce reports and presentations for senior stakeholders.
  • Prepare letters, reports, memoranda, forms, and schedules using PC-based software.
  • Compose written materials from outlines or with independent judgment.
  • Schedule appointments and coordinate travel and accommodations, including AmEx Global Travel bookings.
  • Screen mail, correspondence, calls, and visitors with sound judgment.

Skills

Typing skills
PC proficiency
Customer service
Problem solving
Organizational skills
Time management
Discretion & confidentiality
Communication skills

Job description

Sharp Decisions seeks an experienced Executive Assistant to provide high-level administrative support for the New York region. This role backs the New York team of Private Bankers and related Private Banking members, ensuring efficient operations and governance in a fast-paced environment.

The role requires 4–6 years of relevant experience, strong typing, and excellent communication. You will manage confidential matters, coordinate travel, and prepare professional documents, contributing to

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