Executive Operations Associate

Foundational Operations And Administrative Role

We're looking for a driven and detail-oriented professional to join our team in a foundational operations and administrative capacity. This position offers a unique opportunity to work closely with senior leadership, providing direct support to the Chief of Staff and the executive leadership team. You'll be at the center of a fast-paced, high-performing environment where precision, discretion, and adaptability are key. From managing executive calendars and coordinating travel to assisting with prepping board materials, your contributions will be essential to keeping the organization running smoothly. This is an ideal position for someone who thrives on organization, communicates clearly, and is eager to grow within a dynamic team.

Key Responsibilities :

• Manage calendar coordination, meeting scheduling, and appointment logistics with precision and discretion for multiple firm leaders
• Support timekeeping and expense reporting processes, ensuring accuracy and timely submission for multiple firm leaders
• Coordinate travel arrangements, including booking flights and accommodations for multiple firm leaders
• Provide logistical support for meetings, events, and executive engagements (i.e. booking meeting spaces, dinners, etc.)
• Assist in the preparation and organization of meeting materials, including agendas, presentations, and supporting documentation and with meeting minutes, as needed
• Maintain and organize internal documentation and records
• Track and follow up on action items, deadlines, and deliverables across teams
• Draft, proofread, and edit various emails, documents, reports, and projects as needed
• Contribute to process improvements and administrative efficiencies
• Develop a deep knowledge of the firm, understanding each department's role within the firm's structure
• Handle confidential information with professionalism and care
• Maintain a high level of support, trust, and confidentiality

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At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of "great people first" by :

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.