Job Description:

We are seeking a highly organized, proactive, and detail-oriented Personal Assistant to support a high-level executive in the financial industry. The ideal candidate will have excellent communication skills, discretion, and the ability to manage multiple tasks efficiently in a fast-paced environment.

Key Responsibilities:

• Manage and maintain executive schedules, including appointments, meetings, and travel arrangements.

• Handle confidential information with the utmost discretion (e.g., financial data, client details).

• Coordinate communications—emails, calls, and correspondence—acting as a liaison between the executive and clients

• Assist with personal tasks (e.g., errands) as needed.

• Prepare reports, presentations, and financial documents with accuracy.

• Organize and prioritize tasks to ensure deadlines are met.
  
  
  

Qualifications & Skills:

• Experience: Unexperienced/ Experienced Personal assistant are welcomed. 

• Skills:

  • Organizational and time-management abilities.

  • Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and scheduling tools.

  • Strong written and verbal communication.

  • Ability to multitask and problem-solve

• Traits: Discreet, trustworthy, adaptable, and proactive.

• Bonus: Knowledge of financial terminology/basic accounting.