Equify Financial, LLC · 2 days ago
Executive Assistant
Equify Financial, LLC is seeking an Executive Assistant to support the Director of Executive Operations and the C-suite. The role involves managing various administrative tasks, meeting planning, and communication support, ensuring smooth daily operations across multiple business units.
Responsibilities
Support the Director of Executive Operations with administrative and organizational tasks
Prepare documents, letters, spreadsheets, presentations, and communication for executive use
Assist with organization of cross-functional and enterprise-wide meetings and presentations
Prepare presentation materials for executive and board-level meetings
Manage calendars, expense reporting, events, and travel
Handle confidential information with discipline and discretion
Conduct research, compile data, and prepare materials for executive review
Attend meetings and record minutes
Review incoming memos, submissions, and reports, and direct them as needed
Maintain and retrieve corporate documents, records, and reports
Reinforce organizational goals through consistent execution of approved policies, objectives, and activities that support ongoing operations
Communicating with departments and business units based on executive direction
Work across multiple companies and operating groups to support enterprise-wide needs
Navigate high-stress situations with steady attention and sound judgment
Qualification
Required
Bachelor's degree in business administration, communications, or a related field, or equivalent experience
Three to five years of administrative or executive support experience
Experience supporting senior leadership in a fast-paced environment
Strong Microsoft Suite skills, including Excel, PowerPoint, Outlook, and Word
Strong organization skills with the ability to manage multiple tasks
Clear verbal and written communication skills
Strong attention to detail and steady follow-through
Integrity and discretion with confidential information
Able to adapt to changing needs and to use logic and reasoning to support assigned tasks
Experience managing complex calendars and meetings
Works independently and with a team
Travel up to 20 percent
Benefits
Competitive Compensation Package
Medical + Dental + Vision Coverage
401K + Company Match
Life Insurance + Long Term Disability Coverage – 100% Company Paid
Health Savings Account (HSA)
Gym Reimbursement Program
Tuition Reimbursement Program
Wellness Check Program - Insurance Premium Discounts
EAP Resources
Paid Holidays
Paid Time Off (PTO)
Company
Equify Financial, LLC
Imagine a financial partner that will be with you throughout the life of your business.
Funding
Current Stage
Growth StageTotal Funding
$100MKey Investors
JPMorgan Chase & Co.
2026-01-05Debt Financing· $100M
Recent News
2026-01-05
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