Executive Assistant

Job Description Summary

Job Description

Raymond James is seeking a highly organized proactive and professional Executive Assistant to provide comprehensive administrative and operational support to senior executives. This role serves as a trusted business partner managing complex schedules coordinating communications facilitating key business activities and ensuring the efficient execution of executive priorities. The ideal candidate demonstrates exceptional discretion strong organizational skills sound judgment and the ability to manage multiple competing priorities in a fast-paced financial services environment. The candidate should demonstrate the ability to think strategically while executing tactically.

Responsibilities:

Executive Support

• Manage complex calendars appointments and meetings for senior executives.
• Coordinate domestic and international travel arrangements including itineraries accommodations and expense reporting.
• Prepare and organize meeting materials agendas presentations reports and correspondence. Review PowerPoint material suggesting edits and improving presentation.
• Screen calls emails and requests prioritizing communications based on business urgency and executive preferences.
• Anticipate executive needs and proactively resolve scheduling or operational conflicts.
• Drive cross-functional initiatives on behalf of executive leadership.

Meeting and Event Coordination

• Schedule and coordinate leadership meetings client meetings town halls and special events.
• Prepare meeting agendas take notes track action items and ensure timely follow-up.
• Coordinate logistics for executive off-sites leadership retreats and business functions.
• Partner with internal stakeholders to ensure successful execution of meetings and events.

Business Operations Support

• Manage expense reports invoices procurement requests and administrative budgets.
• Maintain confidential records files and documentation in accordance with company policies.
• Assist with special projects business initiatives and organizational priorities.
• Develop and improve administrative processes to increase efficiency and effectiveness.
• Coordinate with Facilities IT and other support teams to quickly resolve office equipment and technology issues.
• Ensure the executive office and floor are fully operational including maintaining office supplies refreshments and overall executive hospitality.

Stakeholder Management

• Serve as a key point of contact for internal and external stakeholders including senior leaders clients and vendors.
• Build strong cross-functional relationships across departments.
• Represent the executive office with professionalism discretion and exceptional customer service.

Confidentiality and Compliance

• Handle highly sensitive and confidential information with the utmost integrity and discretion.
• Ensure compliance with Raymond James policies regulatory requirements and corporate governance standards.

Qualifications

• High School Diploma (required) or Bachelors degree or equivalent combination of education and experience.
• 5 years of executive-level administrative support experience preferably in financial services banking or a corporate environment.
• Advanced proficiency in Microsoft Office Suite including Outlook Word Excel PowerPoint and Teams.
• Strong calendar management and travel coordination experience.
• Excellent verbal and written communication skills.
• Exceptional organizational skills with strong attention to detail.
• Ability to manage multiple priorities while meeting deadlines.
• Demonstrated ability to maintain confidentiality and exercise sound judgment.

Preferred

• Experience supporting C-suite Executive Vice Presidents or senior leadership teams.
• Experience using expense management and travel booking platforms.
• Project coordination or business operations experience.
• Knowledge of financial services industry practices and terminology.

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.

We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.