Executive Assistant

Our client is seeking a highly organized and proactive Executive Assistant to provide comprehensive administrative support to our Senior Financial Advisor. The ideal candidate will be adept at managing a wide range of administrative and executive support tasks, ensuring the smooth operation of the advisor's office. This role requires exceptional communication skills, attention to detail, and the ability to handle confidential information with discretion.

Competitive salary commensurate with experience.
Comprehensive health benefits package.
Retirement savings plan.
Professional development opportunities.
Collaborative and supportive work environment.
Opportunity to work with a seasoned financial advisor and gain valuable industry experience.

Our client is seeking a highly organized and detail-oriented Executive Assistant to support our dynamic finance team. This is an exceptional opportunity for a professional individual with a strong background in executive assistance and a keen interest in the finance industry. The ideal candidate will have a minimum of 3+ years of experience in a similar role, with a proven track record of exceptional time management, organization, calendar management, and communication skills. If you are a proactive, service-oriented individual who can handle a variety of tasks in a fast-paced environment, we would love to hear from you.

Responsibilities:

• Provide comprehensive administrative support to the executive team, including but not limited to, managing calendars, arranging meetings, and coordinating travel arrangements.
• Act as the first point of contact for the executive team, handling correspondence and phone calls in a professional and efficient manner.
• Prepare and edit correspondence, communications, presentations, and other documents as needed.
• Conduct research, compile data, and prepare papers for consideration and presentation by executives.
• File and retrieve documents and reference materials.
• Monitor, screen, respond to and distribute incoming communications.
• Liaise with internal staff at all levels and interact with external clients and stakeholders.
• Organize and maintain the office filing system.
• Assist in the preparation of regularly scheduled reports.
• Prepare and monitor invoices and expense reports.
• Handle confidential documents ensuring they remain secure.
• Perform other related duties as assigned, supporting the efficiency and effectiveness of the executive team.

Qualifications:

• A minimum of 3 years of experience as an executive assistant or in a similar role.
• A degree in Business Administration or related field is preferred.
• Strong knowledge of office procedures and basic accounting principles.
• Excellent time management and organizational skills with an ability to think proactively and prioritize work.
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, and Power Point), Adobe Acrobat, and Social Media web platforms.
• Exceptional calendar management skills, with the ability to coordinate complex executive meetings.
• Strong communication skills, both written and verbal, with the ability to effectively communicate with all levels of the organization.
• High level of discretion and confidentiality.
• Ability to work in a fast-paced, dynamic environment.
• Strong problem-solving skills and the ability to make decisions under pressure.
• Ability to handle multiple tasks simultaneously and meet deadlines.
• Attention to detail and problem-solving skills.
• Strong interpersonal skills and the ability to build relationships with stakeholders, including staff, board members, and external partners.