Full-time Executive Assistant (IC-AA)

We are in the process of staffing an Executive Assistant for a financial firm in the Jackson, Mississippi metro area. The client needs someone to handle the following responsibilities. If you are interested, please complete the application.

NEEDS

• Interact daily with clients in a professional and personable manner
• Manage various administrative tasks
• Coordinate development of financial plans for individuals and businesses
• Monitor plan performance
• Platforms: Microsoft, RedTail

Requirements

• Excellent communication skills - time management, prioritizing tasks, working with deadlines
• Strong organization skills - time management, prioritizing tasks, working within deadlines, even if ambiguous environments
• Proactive, take initiative, exercise good judgement, discretion and confidentiality in all tasks
• Adaptable, learn new things, flexible with new systems, tools, processes
• Effective communication skills both verbally and in writing with superiors, clients, colleagues, people inside and outside of the firm
• Effective in team environment
• Proactive attitude and willingness to take on additional project work / responsibilities
• Decision maker
• Ability to be in-person 5 days a week (8:30am-5:00pm)
• Experience in finance and/or insurance (a plus)
• $40,000 Salary + health insurance on first day of employment and retirement plan on the first year anniversary
• Ideal candidate has a college major / minor of English and Finance

Benefits

• Health Insurance
• Retirement plan on first year anniversary
• Paid Time Off