Client Service & Operations Executive Assistant

About the Role To Apply for this Job Click Here About the Role The Client Service & Operations Executive Assistant plays a key role in supporting a fast‑paced financial services team by partnering closely with client‑facing professionals on day‑to‑day execution, coordination, and operational support. This role provides a balance of client service, administrative excellence, and operational organization within a collaborative, high‑performance environment. This position is ideal for someone who is proactive, detail‑oriented, intellectually curious, and energized by supporting time‑sensitive, high‑touch work while delivering a high level of professionalism and service. Key Responsibilities Client & Business Support Support the preparation, editing, and distribution of client‑facing materials and internal deliverables Partner with teams to develop business support materials, including company overviews, internal summaries, and market or news briefs Conduct research and compile data using internal systems and external resources to support ongoing client and business needs Attend internal and client‑related meetings, capture key discussion points, and track follow‑up action items Operations & Administrative Support Manage complex calendars and scheduling for multiple professionals, proactively prioritizing meetings and resolving conflicts Coordinate domestic and international travel arrangements and process expense reports Draft, format, and proofread professional correspondence while handling sensitive and confidential information with discretion Team & Office Coordination Serve as a central point of communication for assigned teams and cross‑functional partners Coordinate logistics for meetings and events, including conference rooms, catering, and A/V support Collaborate with other administrative and operations professionals to ensure seamless coverage and consistent team support Technical & Professional Skills Strong proficiency in Microsoft Office, particularly PowerPoint and Excel Experience formatting and refining client‑facing materials with a high attention to detail Comfort organizing, tracking, and maintaining data in Excel Advanced Outlook skills, including complex calendar and contact management 1454628_1778623169 To Apply for this Job Click Here Excited about this job? Don't wait — Step into a role that matches your potential! Apply Now