Job Description

Job Title:

Executive Assistant to the CEO

Location (city, state):

Palo Alto, CA (Hybrid)

Industry:

Financial Services

Pay:

$140,000-180,000 annually

About our client:

Our client is a well-established organization in the financial services industry, known for its positive, collaborative work environment and a CEO who values teamwork and efficiency. This is an excellent opportunity to work closely with leadership and make a direct impact while utilizing your industry expertise.

Job Description:

We are seeking an experienced Executive Assistant to provide high-level support to the CEO. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, professional environment. If you have a financial services background and a proven track record of anticipating needs and delivering results, this role is for you.

Key Responsibilities:

• Manage and organize the CEO’s calendar, including scheduling and coordinating meetings
• Prepare and edit documents, reports, and PowerPoint presentations tailored to financial services
• Oversee expense management and reporting with accuracy and timeliness
• Communicate and coordinate with board members, senior executives, and internal/external stakeholders
• Anticipate the CEO’s needs and proactively handle operational tasks to ensure efficiency
• Support general executive administrative duties as required

Qualifications:

• 7+ years of Executive Assistant experience, preferably within the financial services industry
• Proficiency in Microsoft Office Suite (PowerPoint, Outlook, Excel, and Word)
• Strong organizational and multitasking skills with a high level of attention to detail
• Ability to work independently, stay steps ahead, and meet tight deadlines
• Excellent written and verbal communication skills
• A professional demeanor and proven ability to interact with C-level executives and board members

Additional Details:

• Schedule: Monday–Friday, 9 AM–5 PM
• Hybrid Role: In-office Tuesday–Thursday, remote Monday and Friday

Perks:

• Competitive compensation and bonus structure
• Work closely with an approachable, collaborative CEO in a positive environment
• Hybrid work flexibility
• Opportunity to leverage your expertise in a thriving industry

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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