Financial Services Executive Assistant Position Available In Mecklenburg, North Carolina
Tallo's Job Summary: Financial Services Executive Assistant role in Charlotte, North Carolina offers $90,000 - $100,000 annually. Responsibilities include coordinating travel, managing calendars, and handling client meetings. Qualifications require 5+ years of experience as an Executive Assistant, preferably in the financial sector. Must have strong communication skills and proficiency in Microsoft Office Suite. Hiring for a Perm opportunity with a hybrid schedule.
Job Description
Financial Services Executive Assistant Charlotte, North Carolina | Direct (Permanent) Full Time | $ 90,000 – $ 100,000 per year May 08, 2025 |
Job ID:
AT1025699CLT
_1746716466 Job Summary Executive Assistant Executive Assistant to support executive team. Perm opportunity. Regular business hours, Monday-Friday. Uptown. Hybrid Schedule. Responsibilities Job Description Coordinate and book extensive, complex travel including conferences
Coordinate materials for client meetings and conferences
Schedule and organize client and internal meetings
Handle heavy calendar management and tracking of meetings
Track receipts and process expense reports for supported partners
Communicate well in person, via email and phone and possess a strong command of English grammar and spelling
Assist in projects as needed, including, but not limited to, help with contracts and deal flow Qualifications Undergraduate degree preferred
A minimum of 5 years of professional experience working as an Executive Assistant, C-level experience preferred (3 years in financial sector experience preferred)
Strong knowledge of the Microsoft Office Suite and Concur
Must be able to work efficiently with minimum supervision, work well under pressure, and handle multiple tasks/demands and changing priorities under tight deadlines
Ability to use conferencing technology (including Zoom, Teams, etc.)
AT1025699CLT
_1746716466