- Location:
- Req. Number: R0004929
- Extensive calendar management, travel planning, call, and webinar logistics; coordinating with all EA’s to avoid conflicts
- Extensive support for the C\-level Executive involving senior leadership team, external executives, board and board committees, external vendors, and clients
- Supporting invoicing, purchase, and contract processes
- Expense reporting and management
- Event, meeting and interview planning, execution \& oversight
- Project and special assignment work
- Monitor and respond to incoming correspondence and phone calls while maintaining discretion and confidentiality
- Meetings management, note\-taking, critical follow\-up planning
- Facilitate visits from clients and firm personnel
- Support interview processes for executive team members which, at times, includes working with executive search firms
- Communicate professionally with internal and external individuals at all levels of the organization verbally and through high quality, concise emails
- Assist with executive onboarding and offboarding
- Provide backup support for executives, collaborating closely with other EAs to ensure seamless coverage
- Minimum of 10 years’ experience supporting executives
- Experience supporting a President, CEO, or Chairman
- Excellent written and verbal communication skills
- Strong proficiency with Microsoft Office suite, video conferencing (i.e., Zoom)
- AI\-fluency with organizational\-supported tools
- Ability to lead and influence without having positional authority
- Highly collaborative and team\-oriented
- Able to multi\-task and manage several calendars
- Forward thinking with demonstrated confidentiality
- Strong time management and attention to detail
- Critical thinking power and excellent judgment; bias toward resolution
- Impeccable “follow up” and “follow through” skills
- Accountable, responsible, and service oriented
- Passion for support work
- Organizational awareness with the ability to understand and prioritize key people and needs in the organization
- Experience hosting and navigating client, board, strategic partners and executive events, meetings, calls, and visits
- Thrives in a dynamic environment where priorities shift rapidly
- Operates with calm professionalism under pressure and tight timelines
- Highly collaborative, values building relationships across the organization
- Comfortable navigating ambiguity and independently driving clarity
- Demonstrates calmness and professionalism even under time pressure
- High emotional intelligence with the ability to anticipate needs and read interpersonal dynamics
- Strong executive presence \& the confidence to interact with senior leadership and external stakeholders
- Proactive, anticipatory problem‑solver with a resourceful, solution‑oriented mindset
- Ability to build trust quickly and maintain confidential information
- Prior administrative experience within the financial services industry preferred
- Workday, Concur, Microsoft CoPilot experience
- Experience with accountability for a team or an enterprise process
- Training expertise
2300 Windy Ridge Pkwy \#750
Atlanta,
GA
12325 Port Grace Blvd
La Vista,
NE
7755 3rd Street North
Oakdale,
MN
18700 N. Hayden Rd
Scottsdale,
AZ
877 Executive Center Drive West
St. Petersburg,
FL
Executive Support Opportunity in Financial Services
Executive Assistant to C\-level Executive
Location(s):
Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista:12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.
Role Type: Full\-time
Salary: The base salary range is $95,000 to $105,000 plus an annual performance bonus. Actual compensation offered will be determined individually, based on a number of job\-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Benefits.
Summary:
We are seeking a Senior Executive Assistant (EA) to support a C\-level Executive. The preferred candidate will have extensive experience supporting C\-level executives, board and board committees, projects, client and employee facing interactions, reporting, and presentations.
Education Requirements:
Bachelor’s degree from accredited university is required.
Responsibilities:
Basic Requirements:
Working Style \& Culture Fit
Competencies \& Behavioral Traits
Preferred Requirements:
Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.