Executive Assistant

Are you an organized and detailoriented individual with a talent for providing exceptional support Our client a wellknown Wealth Management office is seeking a dynamic Administrative Professional to join our growing team. This role requires a proactive selfstarter who excels in multitasking and prioritization. If you have a knack for building relationships and delivering toptier support we encourage you to apply!

Executive Assistant Responsibilities:

1. Calendar Management

   • Optimize and manage complex calendars for senior wealth management professionals.
   • Coordinate highlevel meetings with multiple stakeholders for availability and efficiency.

2. Document Preparation

   • Prepare and format critical documents including:
     • Financial reports summarize client portfolio performance.
     • Client communications with updates insights and proposals.
     • Presentations for client meetings or internal discussions.

3. Office Operations Oversight

   • Manage daily operations to ensure a smooth workflow.
   • Promote a professional environment that enhances productivity and client engagement.

4. Confidential Information Handling

   • Protect confidential client information in line with industry regulations.
   • Implement secure data management systems.

5. Client Event Coordination

   • Plan and execute client events seminars and conferences to strengthen relationships.
   • Handle logistics invitations and followup.

6. Financial Support

   • Provide financial assistance by:
     • Accurately tracking team expenses.
     • Processing invoices promptly.
     • Managing client billing clearly.

7. Client Relationship Management Enhancement

   • Support data management for client relationship management (CRM) systems.
   • Analyze client data to enhance relationships.

8. Reporting and Analysis

   • Generate insightful client reports to guide decisionmaking and strategy.
   • Analyze performance metrics for actionable insights for professionals and clients.

Key Skills and Qualifications

• Strong organizational and time management skills.
• Proficiency in document preparation tools (e.g. Microsoft Office Suite).
• Understanding of financial reporting and wealth management principles.
• Excellent written and verbal communication skills.
• Discretion in handling sensitive information.
• Expertise in event planning and coordination.
• Analytical skills for data interpretation and report generation.

Conclusion

This role is vital for supporting senior wealth management professionals by ensuring efficient operations and enhancing client relations through careful attention to detail and proactive management.