Timely and accurate coordination of internal and external meetings, including logistical details, communication, and follow-up
Coordinate travel arrangements both domestic & international, requiring an understanding of all aspects of each executive's business agenda, as well as personal preferences
Prepare monthly expense reports, identify, and resolve all discrepancies
Lead the planning and execution of company offsite, including defining objectives, managing budgets, researching and securing venues, coordinating logistics and travel, overseeing schedules, and ensuring a seamless experience end to end
Proactively and frequently check in with managers
Screen communications as needed reading, researching, collecting, prioritizing, and routing correspondence and information with proper level of professionalism
Accurately update contact information in CRM database
Maintain and protect confidentiality regarding all aspects of client and company information
Adhere to company policy while best meeting the needs of executives supported.
Requirements
3+ years supporting C-levels, preferably in the Financial Services or Professional Services industries.
Proficient in Google Suite and MS Office Suite (Word, Excel, Outlook, and PowerPoint).
Familiarity with online travel booking systems.
Must be able to be in-office on occasion (NYC).
Highly organized with strong attention to detail; demonstrates accuracy and thoroughness.
Proactive and self-motivated, able to anticipate the needs of others.
Ability to juggle multiple assignments and prioritize effectively; demonstrates sense of urgency.
Appropriate discretion and integrity handling confidential and sensitive information.