Overview
Senior Executive Assistant to CEO of Financial Institution Jobs in New York, New York, USA at Bloom Talent
Location: New York
Tech-driven financial services organization is looking for a Senior Executive Assistant to support their CEO. This is an exciting role to support an experienced Executive and be part of a fast-paced, collaborative team! You will partner with the CEO, managing complex calendars and travel logistics, serving as a discerning gatekeeper to expertly field high-priority communications, providing comprehensive meeting support, and tracking key organizational initiatives.
You will act as lead admin to a team of 4 others. A forward thinker who is comfortable handling strategic initiatives and hands-on, personal support tasks, demonstrating professionalism and a willingness to go the extra mile to support the CEO holistically. Ideal candidates bring previous experience in banking or financial services with a customer-focused mindset who thrive in an environment where attention to detail and proactive problem-solving are paramount.
This is an in-office role based in New York City. 140-150K+ DOE + benefits, 401k with matching, and personal training available to employees!
Responsibilities:
Provide high-touch support to the CEO, managing the calendar and schedule to ensure focus on top priorities.
Preparing the CEO for meetings, including reviewing the agenda to ensure clarity on the purpose and outcomes of the meeting, while also debriefing post-meetings to support follow-ups, action items, and alignment.
Serve as a gatekeeper, effectively triaging calls and correspondence, prioritizing based on context and stakeholder to align with the CEO’s priorities.
Provide hands-on holistic support, demonstrating equal dedication and professionalism to both high-level and routine tasks.
Take on personal tasks as needed to ensure the executive’s day and time is running efficiently.
Act as the lead EA, coordinating and supporting a small team of administrative professionals.
Take ownership of projects, such as project tracking and performance monitoring across key business areas, including KPIs and space planning.
Ad hoc projects and tasks as they arise.
Qualifications:
Previous experience supporting senior executives, ideally in a financial service or banking environment.
Exceptional ability to anticipate needs and proactively address them without hesitation or resistance to any type of task.
Willingness to provide holistic support, including occasional personal assistance (e.g., lunch runs, tidying work spaces), with a positive and solutions-oriented attitude.
Strong service orientation, professionalism, and discretion in handling confidential matters.
Ability to balance strategic thinking with a hands-on approach to administrative tasks; understands that both are integral to the role.
Demonstrated responsiveness and a high sense of urgency, especially when supporting a fast-moving executive.
Entrepreneurial mindset with a customer-focused orientation and a high level of initiative and ownership.
Confident, assertive communicator who is comfortable asking questions and taking charge when needed.
Flexibility for occasional after-hours or weekend availability, particularly when the CEO is traveling or urgent matters arise.
* Please Note:
Your application will be considered for all open positions. You do not need to apply for multiple roles.
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Title: Senior Executive Assistant to CEO of Financial Institution
Company: Bloom Talent
Location: New York, New York, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin, Administrative Management, Business Administration)
