Associate's degree
5+ years of related experience with senior executive administration, office manager, or similar roles in the financial services industry
2+ years of experience event planning, calendar management and meeting coordination
Proficient working knowledge of Power Point, Excel, Concur, and other technology required to support an organization
Expertise with communication tools, like Zoom and Teams
Experience supporting executive leadership routines, strategic planning discussions, confidential business activities, or senior stakeholder engagements across Corporate Finance or equivalent leadership forums