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Finance Executive Assistant

2 months ago

Miami, Florida, United States Coda Search│Staffing Full time

Position Overview:

Coda Search│Staffing is looking for a detail-oriented and proactive Executive Assistant to provide essential support to a finance team. The successful candidate will possess 3-5 years of relevant experience, ideally within the financial services industry. This position demands exceptional communication skills, meticulous attention to detail, and the capability to juggle multiple tasks in a dynamic work environment. This role is office-based and offers eligibility for overtime and performance bonuses.

Key Responsibilities:

  • Administrative Support: Deliver comprehensive administrative assistance to the finance team, including calendar management, meeting scheduling, and travel coordination.
  • Communication: Act as the main liaison for both internal and external stakeholders, managing all correspondence and ensuring prompt replies.
  • Document Management: Draft and refine documents, presentations, and reports while maintaining organized and accurate records.
  • Meeting Coordination: Plan and facilitate meetings, which includes preparing agendas, taking minutes, and tracking follow-up actions.
  • Expense Management: Process expense reports, monitor budgets, and assist with financial documentation as required.
  • Project Assistance: Aid in various projects by conducting research, collecting data, and supporting project management efforts.
  • Confidentiality: Manage sensitive information with the utmost discretion and uphold confidentiality standards.

Qualifications:

Experience: 3-5 years of experience as an Executive Assistant or in a comparable administrative capacity, preferably in the financial services or hedge fund sector.

Education: Bachelor's degree with commendable academic performance.

  • Exceptional organizational and multitasking skills.
  • Outstanding written and verbal communication abilities.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Ability to work autonomously as well as collaboratively within a team.
  • High degree of professionalism and confidentiality.