Sr. Executive Assistant

A client of Insight Global is a leading independent Wealth Management firm based in NYC and is seeking a temporary Chief of Staff/Senior Executive Assistant to provide executive level support to the President during an employee's parental leave. This temp position will serve as a partner to the President to support day-to-day operations, stakeholder engagement and the coordination of strategic projects and meetings.
You will play a critical role in prioritizing and managing the Presidents schedule to ensure they have ample headspace to invest in key strategic initiatives, events, and engagements.

Key Responsibilities:
Provide strategic support and oversight of scheduling for day-to day operations, speaking engagements, events and programming, and team meetings.
Handle cross-functional initiatives, facilitating special projects, and ensuring action items are executed by the appropriate stakeholders.
Draft talking points, communications, and presentations for both internal and external engagements.
Proactively prioritize key action items and strategic plans for the President.
Provide executive level calendar support and scheduling for the President.

We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here.

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Desired Qualifications:
Bachelors degree or equivalent experience.
5+ years of experience providing executive level support to C-Suite Staff or Senior Leaders.
Ability to prioritize, coordinate multiple items, and meet deadlines.
Highly organized and reliable.
Adaptable and ability to work in a fast-paced environment.
Strong written and verbal communication skills.
Familiarity with financial planning and investments is a plus.
Excellent computer skills, Microsoft Office suite.
Ability to come onsite 5 day

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.