Executive Assistant

About Madan+

Madan+ (M+) is a specialized boutique financial services firm focused on premium financing and private client offerings tailored for ultra-high-net-worth individuals. The firm emphasizes advisor education and leadership within the industry, delivering innovative solutions through its M+U educational initiatives and a client-centric service approach.

Core Values

• Win. Win. Win: Every decision supports integrity and mutual benefit for clients, partners, and the firm. Transactions compromising long-term trust or enterprise strength are avoided.
• Unequivocal Excellence: Excellence is foundational and reflected in our people, products, processes, and client experiences, with ongoing improvements.
• Unreasonable Hospitality: Ownership of client experiences by anticipating needs and communicating clearly, offering refined and intentional service in every relationship.
• People People: Direct and respectful communication, mutual growth support, accountability, and openness to resolving issues promptly.
• Our Standards: Core values guide behaviors and expectations, with consistent adherence required to be part of the M+ team.

Role Overview

This fast-expanding firm specializing in wealth planning for high-net-worth clients seeks a proactive Executive Assistant to support a C-Suite Executive. This pivotal role functions beyond typical administration, acting as a strategic partner who manages schedules, communication, and projects to allow the executive focus on high-value objectives. Candidates excel in fast-paced settings, maintain discretion, anticipate requirements, and solve problems effectively.

Key Responsibilities

• Act as a trusted strategic partner to senior leadership, anticipating needs and preparing executives with relevant information and materials ahead of time.
• Manage sensitive and confidential information carefully, including board-level, personnel, and M&A matters, serving as the primary liaison and gatekeeper for all incoming communication.
• Handle complex executive calendars across multiple time zones, prioritize engagements aligned to business goals, and coordinate domestic and international travel logistics including visas and accommodations.
• Plan and execute critical events such as board meetings, off-sites, client summits, and leadership retreats, managing vendor relations and budgets as needed.
• Compose, revise, and proofread executive-level communications, maintaining the executive’s communication style and ensuring timely stakeholder engagement.
• Support cross-functional projects by tracking action items, deadlines, and deliverables through dashboards and status reports, and by proactively removing obstacles.
• Organize meeting logistics including agendas, AV setup, and follow-ups; support major company events and provide mentoring and backup to junior administrative personnel.
• Manage expense reports, budget reconciliations, and invoice processing associated with the executive’s office.

Qualifications & Requirements

• 8 to 10 years of progressive experience providing executive administrative support to C-level leaders.
• Advanced skills in Microsoft Outlook, PowerPoint, and Excel.
• Familiarity with Asana and Salesforce platforms is advantageous.

Benefits

• Competitive base salary complemented by discretionary bonuses.
• Comprehensive health coverage including medical, dental, and vision insurance.
• Paid time off and holidays.
• A collaborative culture that encourages high performance, celebrates successes, and promotes individual development.

Additional Information

Madan+ is an equal opportunity employer committed to providing employment regardless of race, color, religion, gender, national origin, disability, or veteran status. This role summary outlines key functions and expectations but is not exhaustive of all responsibilities and requirements.