Executive Assistant

Job description

Job description

Executive Assistant at Financial Advisory Firm

Our financial advisory firm stands as a beacon of guidance for individuals and families navigating their financial landscapes. With a philosophy that financial planning transcends mere numbers, we are committed to accompanying our clients through every significant life event and transition. Renowned for our enduring client relationships, we leverage our profound expertise, customized services, and unwavering attention to detail to empower our clients towards achieving their financial aspirations.

Who We Are:

Rooted in the principle of superior client service, our firm is the foundation upon which our reputation for detailed, personalized financial strategies is built. As an Executive Assistant within our team, you will play a pivotal role in enriching our client service experience. Your efforts will not only foster deep, lasting relationships but also enable our clients to realize their unique financial goals through meticulously tailored solutions.

Role & Responsibilities:

• Provide comprehensive support to our executives, including schedule management, travel arrangements, and coordinating high-level meetings and events.
• Act as a primary point of contact between executives, clients, and internal teams, ensuring seamless communication and effective management of expectations.
• Manage sensitive matters with a high level of confidentiality and discretion.
• Facilitate the preparation and presentation of reports, proposals, and financial documents.
• Implement and maintain organizational systems to improve efficiency and productivity.
• Participate in strategic planning and project management to support the firm's objectives.
• Contribute to the onboarding of new clients by orchestrating the collection and processing of documentation and ensuring a smooth integration into our service model.
• Uphold and nurture client relationships through proactive communication, addressing inquiries, and ensuring the currency of client documentation.
• Champion the firm's ethos and values in every interaction, both internally and externally.

Who You Are:

• A dynamic professional with a track record of success in executive support roles.
• Exceptionally organized, with a penchant for creating order and efficiency in fast-paced environments.
• Discreet, with an innate ability to handle confidential information with the utmost integrity.
• Adept at managing complex schedules and logistics, ensuring optimal time management for executives.
• Proactive, with a solution-oriented mindset and a talent for anticipating and addressing the needs of executives and clients alike.
• Excellent communication skills, capable of engaging with a variety of stakeholders with professionalism and empathy.
• Tech-savvy, with proficiency in MS Office suite and familiarity with CRM software.
• Committed to continuous learning and personal growth, with a keen interest in financial services and client relations.

Required Skills and Qualifications:

• Proven experience as an Executive Assistant or similar role in a corporate environment.
• Strong proficiency in MS Office suite and CRM software.
• Knowledge of Schwab platform and Black Diamond a plus!
• Outstanding organizational and time management skills.
• Exceptional interpersonal and communication abilities.
• Ability to navigate complex situations with tact and discretion.
• Flexibility and adaptability in managing a diverse range of tasks and projects.

Why Join Us?

Embrace the opportunity to make a meaningful impact on our clients' financial journeys while being part of a team that values professionalism, innovation, and a commitment to excellence. Join us to contribute to a legacy of financial success and personal growth within a supportive and dynamic environment.

If you share our values and are eager to advance your career as an Executive Assistant, apply now to begin your journey with us.

Job Type: Full-time

Schedule:

• 8 hour shift
• Monday to Friday

Requirements

Required Skills and Qualifications:

• Proven experience as an Executive Assistant or similar role in a corporate environment.
• Strong proficiency in MS Office suite and CRM software.
• Knowledge of Schwab platform and Black Diamond a plus!
• Outstanding organizational and time management skills.
• Exceptional interpersonal and communication abilities.
• Ability to navigate complex situations with tact and discretion.
• Flexibility and adaptability in managing a diverse range of tasks and projects.

Benefits

Pay: $61,000.00 - $68,000.00 per year DOE

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off