Carson Group · 18 hours ago
Sr. Executive Assistant
Franklin Lakes, NJ
Full-time
Onsite
Senior Level, Lead/Staff
$79K/yr - $94K/yr
10+ years expCarson Group is a company dedicated to providing trusted financial advice and support to financial advisors and investors. They are seeking a Senior Executive Assistant to provide high-level administrative support to senior leadership, manage calendars, coordinate meetings, and ensure smooth operations while maintaining professionalism and confidentiality.
AdviceEducationFinancial ServicesMarketing
Responsibilities
Manage calendars, schedule appointments, and coordinate complex meetings across multiple time zones
Prepare and distribute agendas, presentations, and follow-up materials
Handle incoming communications, prioritize requests, and ensure timely responses
Maintain discretion when managing confidential or sensitive information
Plan, organize, and execute meetings, conferences, and events, including travel arrangements, accommodations, and catering when needed
Ensure all logistics are handled efficiently and materials are accurate and delivered on time
Track action items and follow up to ensure completion
Draft, proofread, and edit correspondence, reports, and other documents with accuracy and professionalism
Maintain organized filing systems and ensure records are current and accessible
Coordinate internal and external communications to support leadership priorities
Assist in managing projects, tracking progress, and meeting deadlines using tools such as Asana and Salesforce
Partner with leadership to identify opportunities to streamline administrative workflows and improve efficiency
Manage special projects and handle shifting priorities with minimal direction
Submit expense reports, manage budgets, and monitor invoices as needed
Support onboarding of new team members by preparing materials and scheduling introductions
Serve as a point of contact for internal and external partners, fostering positive and professional relationships
Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives
Qualification
Required
Minimum of 10 years of experience in an Executive Assistant, Office Manager, or Senior Administrative role
Proficiency in Microsoft Office (especially Excel and Outlook) required
Strong organizational and time management skills with the ability to manage multiple priorities required
Excellent written and verbal communication skills required
High attention to detail and accuracy required
Proven ability to handle confidential information with discretion required
Professionalism, initiative, and adaptability in a fast-paced environment required
Preferred
Bachelor's degree in Business Administration, Communications, or related field preferred
Experience with Salesforce, Asana, or other CRM systems preferred
Benefits
401(k) plus matching
Health benefits
Variable compensation potential (Bonus and/or commissions)
Competitive benefits including 401(k) with company contribution
PTO
Parental Leave
Sabbatical Leave
Medical
Dental
Vision
Health Savings Accounts
Flexible Spending Accounts
Life and AD&D Insurance
Short and Long-Term Disability
Work/Life Benefits
Holistic Wellbeing Programs
Company
Carson Group
Carson Group serves financial advisors and investors through its businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bain Capital
2021-07-14Private Equity
Leadership Team
L
Liz Fishbaugh
Vice President, Business Development
Danielle Fava
Chief Strategy Officer (CSO)
Recent News
2026-01-17
GlobeNewswire
2026-01-16
2026-01-13
Company data provided by crunchbase