Senior Executive Assistant to the CEO and Chief of Staff

Job Description Summary

The Executive Assistant reports directly to the Chief of Staff and provides administrative, operational, and coordination support to the Chief Executive Officer. This role requires exceptional professionalism, sound judgment, discretion, and the ability to anticipate needs in a fast-paced environment.

The successful candidate will serve as a trusted partner, helping to ensure efficient execution, seamless coordination across the organization, and effective engagement with senior leaders, key stakeholders, and external partners.

Job Description

Key Responsibilities

• Handle sensitive and confidential information with the highest level of professionalism and discretion.
• Manage complex executive calendars, scheduling priorities, and executive logistics.
• Coordinate meetings, leadership events, domestic and international travel arrangements, and related activities, including time-sensitive itinerary changes.
• Manage executive expense reporting and reconciliation accurately and on time.
• Serve as a professional and welcoming point of contact for internal and external stakeholders, exercising judgment when managing access and inquiries.
• Prepare, edit, and format correspondence, presentations, reports, meeting materials, and executive communications.
• Prioritize incoming communications, ensure timely follow-up, and independently resolve issues when appropriate.
• Support special projects and strategic initiatives for the Office of the CEO.
• Partner with the Chief of Staff and collaborate with the executive administrative team to ensure seamless coordination, coverage, and execution of business priorities.
• Anticipate needs, identify potential issues, and proactively implement solutions.

Qualifications

• Experience supporting senior executives in a complex corporate or comparable professional environment; C-suite support experience preferred.
• Outstanding organizational skills and attention to detail.
• Demonstrated ability to manage multiple priorities with accuracy and urgency.
• Exceptional written, verbal, and interpersonal communication skills.
• Strong judgment, professionalism, and ability to handle confidential information.
• Advanced proficiency with Microsoft 365 and collaboration technologies; familiarity with travel and expense platforms.
• Ability and willingness to learn and appropriately leverage new digital and AI-enabled productivity tools.
• Experience in financial services or another complex or regulated industry is helpful but not required.

Success Factors

The successful candidate will demonstrate:

• Strong executive presence and professionalism.
• A positive, service-oriented, and team-first mindset.
• Sound judgment and discretion.
• Excellent relationship-building skills.
• Responsiveness, adaptability, and follow-through.
• A proactive approach and ability to anticipate needs.
• High standards for quality, accuracy, and accountability.
• Grace and composure under pressure.

Experience and Education

• High School diploma and (10) ten plus years’ experience in providing secretarial and administrative support to executives at a vice president/department head level.

~or~

• An equivalent combination of education, training, or experience.

Education

High School (HS) - Completed

Work Experience

General Experience – 10 to 15 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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 Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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.

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