Executive Assistant

SEI

Oaks, PAOn-siteFull time
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Location
Oaks, PA
Work style
On-site
Job type
Full time
Posted
Nov 6
2 days ago
Career path

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About the company

SEI

Financial services · 1,001 to 5,000 employees

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.

SEI on LinkedIn

What you'll do

  • Provide comprehensive support to senior executives
  • Manage complex calendars, scheduling, travel, expenses, and meeting coordination
  • Anticipate needs and proactively coordinate with the right people
  • Coordinate agendas and materials for meetings
  • Provide logistical and administrative support for select team and organizational priorities
  • Build relationships across SEI and coordinate with internal and external stakeholders
  • Use AI and digital tools to streamline workflows and improve productivity
  • Maintain professionalism, discretion, and strict confidentiality

What you need

  • Experience supporting senior executives
  • Excellent written and verbal communication skills
  • Strong judgment and situational awareness
  • Exceptional organizational and time-management skills
  • Experience preparing presentations and briefing materials for executive or board-level meetings
  • Proficiency with Microsoft 365
  • Experience using AI-enabled tools in day-to-day work
  • Ability to exercise discretion and maintain confidentiality

Key skills

Microsoft 365AI-enabled toolsjudgmentsituational awarenessorganizational and time-management skillsdiscretionconfidentialitylearning agilitycollaborative mindset

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Perks

  • comprehensive care
  • strong retirement plan
  • tuition reimbursement
  • flexible Paid Time Off
  • healthcare
  • 401(k) match
  • paid parental leave
  • paid volunteer days

See full description on company page, apply now

Read the full posting here
At SEI, we value our employees and believe in driving growth through change. We are looking for an experienced Executive Assistant to provide high-level support to designated senior executives while also contributing to select team and organizational priorities. This role goes beyond traditional administrative support. The Executive Assistant will develop a working understanding of the executives they support, their business priorities, major initiatives, operating rhythms, and key stakeholder relationships. That context will enable them to anticipate needs, connect information, coordinate effectively, and ensure executives are prepared and focused on their highest priorities. The ideal candidate is a proactive problem solver with excellent judgment, exceptional communication skills, meticulous attention to detail, and the ability to operate with discretion in a dynamic environment. They will combine outstanding executive support with curiosity, learning agility, and a practical ability to use AI and other digital tools to improve productivity and ways of working. This role follows a hybrid schedule and is expected to work from our Oaks, Pennsylvania office three days per week. What you will do: Provide comprehensive support to senior executives, helping them operate effectively and remain focused on their highest priorities. Manage complex calendars, scheduling, travel, expenses, meeting coordination, and other executive logistics. Develop an understanding of executive and business priorities to anticipate needs, recognize connections, conflicts, or dependencies, and proactively coordinate with the right people, and help ensure follow-through. Support meeting preparation and information flow by coordinating agendas and materials, engaging the appropriate content owners, and ensuring executives have the information they need. Provide logistical and administrative support for select team and organizational priorities, particularly where centralized coordination creates efficiency. Build strong relationships across SEI and serve as a reliable point of coordination for internal and external stakeholders. Use AI and other digital tools to streamline workflows, organize and synthesize information, support meeting preparation and follow-up, and improve productivity. Maintain professionalism, discretion, and strict confidentiality with sensitive information. What we need from you: Experience supporting senior executives, ideally at the Executive Vice President, C-suite, or comparable level. Excellent written and verbal communication skills and the confidence to interact effectively with senior leaders and stakeholders across the organization. Strong judgment and situational awareness, with the ability to anticipate needs, solve problems, and determine when to act independently or engage others. Exceptional organizational and time-management skills, with the ability to manage complex calendars, competing priorities, travel, expenses, and executive logistics. Experience preparing and organizing presentations, briefing materials, and content for executive or board-level meetings. Proficiency with Microsoft 365 and experience using AI-enabled tools in day-to-day work, with curiosity and learning agility to continue expanding how technology can improve ways of working. Ability and willingness to develop a practical understanding of business priorities, initiatives, and stakeholder relationships to provide proactive and effective support. A flexible and collaborative mindset, with the confidence to ask questions, offer ideas, and identify more effective ways of working. Ability to exercise discretion and maintain confidentiality. SEI’s competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)—for our clients, our communities, and ourselves. Come build your brave future at SEI. The position title reflected in this job description is aligned with SEI's current internal job architecture. As part of SEI's role and career framework, internal job titles may not directly correspond to external market titles and may differ from titles previously assigned during an employee's tenure or at the time of hire. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we’re (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals’ personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines .

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