Senior Executive Assistant, Private Wealth

As a Senior Executive Assistant at Solomon Page, your main responsibilities will include managing extensive client meetings, organizing complex travel arrangements, and preparing materials for client engagements. You'll also keep track of outstanding correspondence and support various projects within the Private Wealth admin team, ensuring smooth operations throughout the firm.

Candidates aspiring for the Senior Executive Assistant role at Solomon Page should have a minimum of 5-8+ years of high-level executive administrative support experience, preferably within financial services. A bachelor's degree is strongly preferred. Proficiency in Outlook and Microsoft Office is essential, along with strong organizational skills and a proactive approach to balancing competing priorities.

The salary for the Senior Executive Assistant role at Solomon Page ranges from $100,000 to $120,000, depending on experience. Additionally, there is a target discretionary bonus of 20% that candidates can expect as part of their compensation package.

Solomon Page offers a comprehensive benefits package for Senior Executive Assistants, which includes unlimited PTO based on a 'use and don't abuse' policy, multiple benefit options, a 401k plan, and complimentary breakfast and lunch in the office, making it an attractive workplace.

The Senior Executive Assistant at Solomon Page typically works from 8:30 AM to 5:30 PM, Monday through Thursday in the office and can work remotely on Fridays. Flexibility is also provided when needed to accommodate the executive's constantly evolving schedule.

When managing a busy calendar for a Senior Executive Assistant position, it’s important to prioritize tasks based on urgency and importance. I recommend using color-coded calendars and setting reminders for meetings, while also allowing for flexibility in case of last-minute changes.

To efficiently manage complex travel arrangements, I gather all necessary information upfront, such as preferences for airlines and hotel accommodations. I then use a detailed checklist to ensure every aspect of the itinerary is covered, from domestic to international travel, and thoroughly communicate these details to the executive.

One challenging situation was when an important meeting had to be rescheduled last minute due to a conflict. I quickly contacted all parties involved, found an alternative time that worked for everyone, and communicated changes effectively. This experience taught me the significance of adaptability and proactive problem-solving.

I am proficient in Microsoft Office Suite, particularly Outlook for scheduling and Excel for tracking information. Additionally, I have experience with travel booking platforms like Concur and project management tools like Asana, which help in organizing tasks and staying on top of deadlines.

Building relationships is all about communication and trust. I strive to maintain open lines of communication, actively listen to others' needs, and show reliability in all my responsibilities. It’s also helpful to be personable and approachable, making it easier for both clients and team members to engage freely.

When preparing materials for client meetings, I consider the specific goals of the meeting, the needs of the clients, and ensuring that all relevant data is included for informed discussions. I focus on clarity and professional presentation, as well as reviewing everything to avoid any errors.

In a multitasking environment, I prioritize workloads by assessing deadlines, project significance, and urgency. I often create to-do lists and use digital task management tools to keep track of tasks while being adaptable to changes and reallocating my focus when necessary.

I believe my extensive administrative experience, especially in fast-paced environments, makes me a great fit for the Senior Executive Assistant position at Solomon Page. My proactive approach to problem-solving and my ability to work well under pressure align with what this role demands.

I've handled expense reporting for executives by documenting every detail of their travel and meeting expenses, ensuring accuracy prior to submission. My budgeting experience involved monitoring expenses to stay within set limits while still meeting the needs of the team, thus promoting financial responsibility.

I ensure confidentiality by maintaining strict controls over sensitive information. I limit access to critical documents and communications, abide by company protocols on data protection, and remain vigilant in conversations, ensuring that private discussions remain within trusted circles.