Executive Assistant - confidential correspondence (Charlotte, NC)

Summit Beacon Financial Associates is looking for an Executive Assistant. The job centres on confidential correspondence for regulatory reports, and it would suit someone who likes steady, practical work. You would work closely with colleagues in operations, support and management. What you will do • Prepare meeting materials and take accurate notes. • Coordinate with partners and staff about regulatory reports. • Handle sensitive information with care. • Keep files, contracts and follow-ups in order. • Manage a busy calendar, travel and expense reports. What we are looking for • Excellent judgement, discretion and writing. • Very organised and calm under pressure. • Three or more years supporting senior managers. Nice to have • Event planning experience. • Experience with regulatory reports. Working arrangement • Full-time, with a steady weekday schedule. • On site in Charlotte. • We will tell you what to expect at each step of the hiring process.