Apply on Employer Site

SoTalent · 19 hours ago

Financial Executive Assistant

United States

Full-time

Remote

Mid Level

$25/hr - $35/hr

3+ years exp

SoTalent is seeking a Financial Executive Assistant who will provide essential support in a regulated financial environment. The role involves managing communications, organizing systems, and ensuring smooth client interactions while maintaining discretion and accuracy.

Staffing & Recruiting

No H1B

Responsibilities

Coordinate and maintain executive calendars and appointments

Manage inboxes, prioritize correspondence, and ensure timely follow-up

Draft, edit, and format professional communications and reports

Prepare presentations, spreadsheets, and documents for meetings and reviews

Support client onboarding and ongoing documentation processes

Prepare agendas, meeting packets, summaries, and follow-up materials

Track expenses, reimbursements, and operational financial records

Maintain accurate client data within financial CRM platforms

Handle confidential files using secure systems and approved tools

Maintain organized digital and physical filing systems aligned with retention requirements

Support adherence to internal procedures and regulatory standards

Develop and improve workflows, checklists, and operational processes

Coordinate travel, events, and meeting logistics

Act as a professional point of contact for clients, custodians, and vendors

Handle high-net-worth and sensitive client information with discretion

Assist with recurring tasks and special projects tied to client objectives

Qualification

Financial services experienceFinancial CRM proficiencyExecutive assistant experienceFinancial terminology knowledgeAttention to detailWritten communication skillsVerbal communication skillsProblem-solving skillsOrganizational skillsAdaptability