Executive Assistant to Vice President

Our client, a growing firm is seeking a polished, discreet, and highly organized Executive Assistant to support a fantastic Vice President in a 1:1 capacity. This individual will play a critical role in ensuring seamless daily operations,managing complex logistics, and serving as a professional liaison to clients and partners in the UHNW space.

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This is an excellent opportunity for a career Executive Assistant who values professionalism, autonomy, and exposure to a refined client base within the financial and insurance sectors.

What You’ll Do:

• Provide comprehensive 1:1 support to the Vice President,managing a complex and fast-paced calendar
• Coordinate meetings and act as a professional liaison with clients, advisors,and business partners
• Book detailed domestic and international travel
• Assist with client events — overseeing logistics, vendors, and onsite coordination
• Handle light personal assistance such as reservations, gifts, and occasional travel arrangements
• Manage administrative tasks including maintaining Salesforce data, and preparing presentations in PowerPoint and Excel
• Collaborate with design and marketing teams on client materials, event coordination, and special projects
• Leverage technology (Outlook, Salesforce, ChatGPT, Excel, PowerPoint) to improve efficiency and organization
• Represent the VP professionally in meetings, taking notes, ensuring follow-through, and maintaining confidentiality

What We’re Looking For:

• 5+ years of experience supporting senior-level executives,ideally within financial services, life insurance, or UHNW client-facing industries
• Impeccable discretion, judgment, and attention to detail
• Exceptional written and verbal communication skills
• Strong organizational and project management abilities
• Proactive mindset with the ability to anticipate needs and operate independently
• Professional polish and the ability to confidently engage with high-level clients and partners
• Proficiency in Microsoft Office Suite; Salesforce experience a plus

Please submit your resume for consideration!