Financial Services Executive Assistant

Charlotte, North Carolina

Beacon Hill
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Executive Assistant

Executive Assistant to support executive team. Perm opportunity. Regular business hours, Monday-Friday. Uptown. Hybrid Schedule.

Responsibilities

Job Description

  • Coordinate and book extensive, complex travel including conferences
  • Coordinate materials for client meetings and conferences
  • Schedule and organize client and internal meetings
  • Handle heavy calendar management and tracking of meetings
  • Track receipts and process expense reports for supported partners
  • Communicate well in person, via email and phone and possess a strong command of English grammar and spelling
  • Assist in projects as needed, including, but not limited to, help with contracts and deal flow

Qualifications

  • Undergraduate degree preferred
  • A minimum of 5 years of professional experience working as an Executive Assistant, C-level experience preferred (3 years in financial sector experience preferred)
  • Strong knowledge of the Microsoft Office Suite and Concur
  • Must be able to work efficiently with minimum supervision, work well under pressure, and handle multiple tasks/demands and changing priorities under tight deadlines
  • Ability to use conferencing technology (including Zoom, Teams, etc.)

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.


California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.


If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser:


Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .


Benefits Information:


Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.




We look forward to working with you.

Beacon Hill. Employing the Future (TM)

Date Posted: 11 May 2025
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