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Chartwell Investment PartnersAsset manager · Berwyn, PA

Senior Executive Assistant to the CEO and Chief of Staff

  • FL
Pay not posted by the firm. We never estimate it.

Posted November 10, 2026Verified live today on Chartwell Investment Partners’ careers site

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About the role

Role
Finance, HR and administration
Seniority
C-suite
Type
Full time

Job Description

Summary The Executive Assistant reports directly to the Chief of Staff and provides administrative, operational, and coordination support to the Chief Executive Officer. This role requires exceptional professionalism, sound judgment, discretion, and the ability to anticipate needs in a fast-paced environment.

The successful candidate will serve as a trusted partner, helping to ensure efficient execution, seamless coordination across the organization, and effective engagement with senior leaders, key stakeholders, and external partners.

Job Description

Key Responsibilities: · Handle sensitive and confidential information with the highest level of professionalism and discretion. · Manage complex executive calendars, scheduling priorities, and executive logistics. · Coordinate meetings, leadership events, domestic and international travel arrangements, and related activities, including time-sensitive itinerary changes. · Manage executive expense reporting and reconciliation accurately and on time. · Serve as a professional and welcoming point of contact for internal and external stakeholders, exercising judgment when managing access and inquiries. · Prepare, edit, and format correspondence, presentations, reports, meeting materials, and executive communications. · Prioritize incoming communications, ensure timely follow-up, and independently resolve issues when appropriate. · Support special projects and strategic initiatives for the Office of the CEO. · Partner with the Chief of Staff and collaborate with the executive administrative team to ensure seamless coordination, coverage, and execution of business priorities. · Anticipate needs, identify potential issues, and proactively implement solutions.

Qualifications

· Experience supporting senior executives in a complex corporate or comparable professional environment; C-suite support experience preferred. · Outstanding organizational skills and attention to detail. · Demonstrated ability to manage multiple priorities with accuracy and urgency. · Exceptional written, verbal, and interpersonal communication skills. · Strong judgment, professionalism, and ability to handle confidential information. · Advanced proficiency with Microsoft 365 and collaboration technologies; familiarity with travel and expense platforms. · Ability and willingness to learn and appropriately leverage new digital and AI-enabled productivity tools. · Experience in financial services or another complex or regulated industry is helpful but not required.

Success Factors: The successful candidate will demonstrate: · Strong executive presence and professionalism. · A positive, service-oriented, and team-first mindset. · Sound judgment and discretion. · Excellent relationship-building skills. · Responsiveness, adaptability, and follow-through. · A proactive approach and ability to anticipate needs. · High standards for quality, accuracy, and accountability. · Grace and composure under pressure.

Experience and Education: • High School diploma and (10) ten plus years’ experience in providing secretarial and administrative support to executives at a vice president/department head level. ~or~ • An equivalent combination of education, training, or experience.

Education

High School (HS) - Completed Work Experience General Experience – 10 to 15 years Certifications Travel Less than 25% Workstyle Hybrid The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status.

To view more details of the benefits offered, visit Myrjbenefits.com. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #LI-JB1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St.

Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James.

While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being.

We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint.

Check it out to see why many choose to work at Raymond James – and why they stay.

Posted on Chartwell Investment Partners’ careers site and shown here in full, as the firm wrote it. Open the original posting

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