Executive Assistant
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Our Journey
Imagine navigating the vast and often turbulent waters of financial markets. It s easy to feel overwhelmed, lost, or even stranded without the right guidance. At SUN HARBOR ADVISORS LLC, we are the lighthouse in the storm, guiding you safely to your financial goals with unwavering expertise and clarity.
Our story began with a simple yet powerful vision: to provide unparalleled investment advice and financial planning to individuals and businesses alike. Founded on the principles of integrity, transparency, and excellence, SUN HARBOR ADVISORS LLC has grown into a beacon of trust and reliability in the investment advisory landscape.
Job Summary
An Executive Assistant will provide high-level administrative support to our CEO/founder by managing schedules/travel, coordinating meetings, and handling correspondence.
Responsibilities of the Executive Assistant include:
Calendar Management: Efficiently manage and coordinate the executive s calendar, scheduling meetings, appointments, and travel arrangements.
Communication Handling: Screen and prioritize emails, phone calls, and other correspondence, ensuring timely and appropriate responses.
Meeting Coordination: Organize and prepare for meetings, including drafting agendas, taking minutes, and following up on action items.
Document Preparation: Create, edit, and proofread documents, reports, presentations, and other materials as needed.
Confidentiality Maintenance: Handle sensitive information with the utmost discretion and maintain confidentiality at all times.
Qualifications for the Customer Service Representative position include:
Confidentiality: High level of integrity and discretion in handling confidential information.
Excellent communication skills, both written and verbal
Strong problem-solving skills
Ability to work independently and as part of a team
Attention to detail
Benefits
Incentive Bonus Plans
Comprehensive Medical, Dental, and Vision benefits
401K with Company Match
9 Paid Holidays
Generous Paid Time Off Packages
Paid Parental & Family Leave
Additional Information
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status