Executive Assistant

We’re seeking a sharp, highly organized, and proactive Executive Assistant to support a CFO and financial team. The ideal candidate has a background in finance , is experienced in working with HNW individuals , and thrives in a fast-paced, high-trust environment.

This is not a traditional EA role. You’ll act as a strategic right hand—managing priorities, safeguarding time, anticipating needs, and maintaining the utmost discretion.

Key Responsibilities

• Manage and optimize complex data with account information and confidential data.
• Act as a trusted liaison with high-net-worth clients, institutional partners, and internal stakeholders
• Prepare briefing materials, research notes, and financial summaries ahead of meetings and presentations
• Handle sensitive communications and documentation with strict confidentiality
• Manage personal and professional tasks seamlessly, including concierge-level support when needed
• Track deliverables and follow up on action items across multiple high-stakes projects

About You

Benefits :

Benefit offerings include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Pay : $32 - $34 hourly

Equal Opportunity Employer / Veterans / Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :