Financial Services Executive Assistant in Charlotte, North Carolina
Posted 08/17/21


  • Boutique financial services team specializing in Asset Management with a comprehensive record of success HQ in Southpark and NYC.
  • This position supports the CEO and others on the executives on the team as a liaison with financial executives across the globe.
  • Highly focused on integrity, respect, teamwork and commitment to ethical behavior with clients, communities and company.
  • Current team of 15 who are highly educated, credentialed and motivated for success.


  • Performs clerical and administrative tasks including internal and investor reports, drafting letters, memos, invoices, and other documents.
  • Puts together pitch books and assists in the development of the firms marketing plan and updates presentations for investors.
  • May conduct project research (within skills and expertise) to assist with projects or inquiries.
  • Coordinates and schedules travel, accommodations, meetings and appointments.
  • Prepares agendas and schedules for meetings, conferences, and other assigned events.
  • Responds to and resolves administrative inquiries and questions.
  • Welcomes and directs visitors and clients.
  • Reviews and transfers emails to the appropriate person to determine follow-up.
  • Performs other general administrative duties as requested, which may include record keeping, maintaining office supplies, managing the break room, coordinating equipment maintenance, handling packages and correspondence.
  • Performs other related duties as assigned.



  • Excellent verbal and written communication skills.
  • Excellent organizational skills and attention to detail.
  • Excellent time management skills with a proven ability to meet deadlines.
  • Ability to function well in a high-paced professional environment.
  • Ability to work independently and reliably and interface with internal support

including IT.

  • Extremely proficient with Microsoft Office Suite (Word, PowerPoint, and Excel) and with Microsoft Outlook.
  • General knowledge of, or ability to quickly acquire, familiarity with the functions of the firm’s business and with the roles of staff members. (Currently 15 staff members in firm)
  • Flexible and adaptable in various situations and capable of relationship building with clients, outside professional firms, and internal staff.
  • Associates Degree or Bachelor’s degree preferred.
  • Three to five years in a related role required; in financial services or an Asset Management firm required. 
  • Employee Type: Executive Search
  • Location: Charlotte, North Carolina
  • Category: Corporate Support
  • Date Posted: 08/17/21
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Apply Today!

Apply Today!

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