Executive Assistant
General Description:
The ideal Executive Assistant candidate will be efficient and effective with their time assisting financial advisors with minimal supervision. The purpose of the advisors and firm is to meet with qualified prospective clients to provide the best solutions to reach the clients financial goals. This person must have sound judgment in a variety of situations and maintaining confidentiality. They will have strong organizational skills, and the ability to maintain a realistic balance among multiple priorities. Ultimately, this role will contribute to the efficiency of our business by providing personalized and timely support.
Specific responsibilities include but are not limited to:
· Managing to an ideal calendar that sets up the advisor to be successful and work be as effective and efficient as possible.
· Remove tasks and obligations that and EA can complete allowing the advisor to focus on what is most important.
· Communicate professionally with internal and external team member and clients.
· Coordination of logistics for meetings, events, and offsite conferences; assist with preparation of presentations and other materials, ensure catering and transportation are arranged.
· Monitor and respond to incoming correspondence and phone calls while maintain discretion and confidentiality.
· Updating/editing Excel, Word, or PowerPoint presentations, including printing and binding when necessary.
· Leading, coordinating, and executing on internal ad hoc projects and reports as requested.
· Preform all tasks with a high degree of professionalism, accuracy, and confidentiality.
Skills:
· Ability to work in a fast-paced environment; can adeptly handle ambiguity.
· Capable to lead and influence without having positional authority.
· Strong team-orientation, interpersonal skills, and proven ability to develop strong client relationships.
· Excellent written and verbal communication skills.
· Strong proficiency with Microsoft Project, PowerPoint, Excel, and social media along with advance computer skills
· Exceptional interpersonal skills. Enthusiastic, self-motivated, calm, and effective under pressure; highly collaborative and team oriented.
· Forward thinking and demonstrates confidentiality and strong judgment in all types of situations.
· Strong time management and attention to detail with a high-level accuracy.
· Flexibility for overtime, depending on the workload.
Minimum Requirements:
· Undergraduate degree ideally in communication or marketing
· 3+ years in a role with similar functions
Location: 5x a week in office for initial training period, then hybrid schedule with 3x a week in office and 2x a week remote
