Executive Assistant
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Job Summary
The Executive Assistant will provide high-level administrative support to a senior Financial Advisor. This role requires a proactive, detail-oriented individual who can manage multiple tasks and projects simultaneously while maintaining the utmost discretion and professionalism. The ideal candidate will possess exceptional communication skills, a strong attention to detail, and the ability to manage multiple tasks efficiently. This role is crucial in ensuring the smooth operation of our office.
Candidate will be expected to:
- Assist in office management tasks, including calendar management and clerical duties to support the advisory team.
- Provide exceptional customer service by addressing client inquiries promptly and professionally.
- Maintain accurate records of client interactions and transactions using various software tools.
- Utilize tools such as Adobe Sign and DocuSign for document management and communication.
- Complete new business applications & complete onboarding with clients via Teams.
- Present a professional image, both over the phone, on camera and in person
Qualifications
Education: Bachelor’s degree in Business Administration, Communications, or a related field is preferred but not required.
Experience: Minimum of 1 year of experience in an executive assistant or similar role.
Skills:
- Excellent organizational and time-management skills.
- Strong written and verbal communication abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to work independently and as part of a team.
Competencies
- Attention to Detail: Ensures accuracy in all tasks and projects.
- Proactive: Takes initiative to anticipate needs and solve problems.
- Discretion: Maintains confidentiality and handles sensitive information with care.
Benefits
- Competitive salary (1099)
- Comprehensive training and support
- Health & Life insurance
- Retirement plan with company match (After a year)
- Paid time off and holidays
To Apply: Please submit your resume and a cover letter detailing your qualifications and experience.
Equal Opportunity Employers M/F/D/V. AGE- 7061162.1(9/24)(Exp.9/26)