Associate's or Bachelor's degree
5+ years of experience in an executive administrative role
1+ year of experience working in the financial services industry
Experience preparing professional communications, presentations, reports, and meeting materials for leadership audiences
Experience coordinating travel arrangements, processing expenses, and supporting executive operations
Proficiency with Microsoft Outlook, Word, PowerPoint, Teams, and Excel in a professional environment
Demonstrated ability to handle sensitive and confidential information with discretion and professionalism