Executive Assistant

The role

The Executive Assistant provides comprehensive support to multiple executives. This role involves calendar management, meeting coordination, and administrative tasks for the Executive Committee.

What you will do

• Provide sophisticated calendar management
• Prioritize inquiries and requests while troubleshooting scheduling conflicts
• Act as a liaison and provide support to members of the Executive Committee
• Serve as coordinator for meetings and other executive events and meetings
• Maintain contact lists
• Make travel arrangements
• Complete expense reports
• Assist with special projects
• Work closely with Executive Committee members to keep them informed of commitments
• Provide event management support and cover tasks for other CSS/CSA

Required qualifications

• 5+ years of executive support experience, including supporting multiple executives at once
• High degree of professionalism in dealing with Board Members, the Executive Committee, staff, and clients
• Ability to complete a high volume of tasks and projects with little to no guidance
• Ability to react with appropriate urgency to situations and events
• Ability to maintain a high level of integrity and discretion in handling conditional information
• Demonstrated capacity to think and work proactively and strategically in resolving challenges
• Expert proficiency with Microsoft Office
• Exceptional organizational skills and impeccable attention to detail
• Excellent written and verbal communication skills
• Ability to interact effectively with multiple levels of the organization
• Adaptability and flexibility to work under pressure and beyond standard hours during busy periods
• Personable, warm, engaging; Client first attitude

Nice to have

• Bachelor’s degree

Benefits

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work

About the company

Modera Wealth Management is an independent, fee-only firm that provides comprehensive financial planning and intelligent investment management. The firm has more than 200 employees in 19 offices along the East Coast.