Executive Assistant for Financial Services Software Company

A leading global software services firm that works closely with financial services companies was looking for a true “right hand” to the CEO. The CEO had never had an Executive Assistant before so wanted to meet with us personally to discuss our expertise and to allow us to get to know him better before we vetted candidates. After a thorough discussion of proposed responsibilities, the CEO realized he was looking for more of a “Chief of Staff” to act not only as his ‘gatekeeper’ but also as a business partner who could help improve business efficiencies as the firm grew. C-Suite Assistants found the perfect candidate, an NYU graduate who had previously worked at a finance firm and also had other work experiences in public relations and marketing. She also had advanced Excel skills.


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