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Executive Assistant 15637280

Bethesda, md
Executive Assistant
Bethesda, MD

Our client is a growing firm seeking to add a new employee to their Executive Support Team. This is an exciting opportunity to join a financial services firm with a fast-paced entrepreneurial environment. The ideal candidate will have 5 or more years of experience supporting a high level executive and be accustomed to an ever evolving and busy workday.

Executive Assistant duties include:
  • Schedule in-person meetings, zoom/teams video meetings and otherwise manage the executive’s schedule acting as gatekeeper to protect time
  • Spearhead all activities related to events such as investor meetings, summits, speaking engagements and employee retreats including site selection, flights, transportation, hotel space, meals, etc.
  • Assist team members with new hire on-boarding and other HR-related duties as needed
  • Schedule internal employee staff meetings, reserve conference room space and order meals/catering as needed
  • Ensure that technology (zoom/teams) is functional for meetings, conference calls, and videoconferences
  • Prepare expense reports for Partners using Concur
  • Create or proof documents and marketing materials for investors
  • Overall office management such as supply ordering and maintaining facilities through the building’s property manager
Executive Assistant Qualifications:
  • 5 or more years of administrative experience supporting busy executives, experience in a finance-related or professional services environment a plus
  • Working knowledge of MS Word, Excel, PowerPoint and Outlook is required, intermediate experience with Adobe Acrobat and Concur desired
  • Prior experience with office management and light HR support such as assisting with on-boarding new employees
  • High level of tact, diplomacy and professionalism
  • Experience planning client and employee appreciation events

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