Executive Assistant
Executive Assistant
Posted on :
17-10-2024
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Posted on :
17-10-2024
Job Description
Our office is growing and we're looking for an Executive Assistant to be the right hand to our Financial Planner. Duties and qualifications are outlined below. Please make sure to include a cover letter you can do this by submitting your resume and cover letter as one document or email them both to us at
DUTIES:
1. Customer Relations Expert
2. Manage appointments & maintain calendar
3. Account Setup & maintenance (Paperwork prep & status update to clients)
4. Pay bills and keep credit card information up to date
5. Maintains & Updates information in our Client Relationship Management (CRM) Software (Redtail)
6. Client correspondence – (Account setup management and client documentation)
7. Monthly Correspondence Report
8. Daily Service Net Ticket monitoring
9. Maintain Blotters (Check/Gifts etc)
10. Asset Movement in NetX360
11. Service Requests in WMP (Raise Cash etc)
12. Client management – Albridge/Oneview (reports and client access)
13. Office environment (Supplies appearance welcome sign)
14. Payroll
15. Marketing Materials (MyCMO)
16. Annual Reviews Pull and verify accuracy of Albridge reports; Verify any KYC missing data or updates needed
QUALIFICATIONS
• Proven experience as an Administrative Assistant Virtual Assistant or Office Administrative Assistant.
• Excellent written and verbal communication skills.
• Attention to detail and problemsolving skills. Critical thinking ability is a must.
• Handle confidential and secure information and documents.
• Wellversed in the Microsoft Office Suite (esp. Word Outlook and Excel).
• Excellent time management skills and the ability to prioritize work and multitask.
• Strategic mindset that can envision the big picture – and still take care of the small details.
• A passion for excellence – you always do your best.
• Positive upbeat selfstarting and cando attitude.
• Resourcefulness – you’re a little like MacGyver.
• Ability to stay graceful under fire.
• Ability to compile organize prepare and maintain an assortment of records and reports.
BENEFITS
Compensation will be discussed during the interview process. Starting range of $15 per hour. To apply for a position please submit your cover letter and resume. You can email both the cover letter and resume to If you are selected from our resume review you will be contacted to begin the inperson interview process.
DUTIES:
1. Customer Relations Expert
2. Manage appointments & maintain calendar
3. Account Setup & maintenance (Paperwork prep & status update to clients)
4. Pay bills and keep credit card information up to date
5. Maintains & Updates information in our Client Relationship Management (CRM) Software (Redtail)
6. Client correspondence – (Account setup management and client documentation)
7. Monthly Correspondence Report
8. Daily Service Net Ticket monitoring
9. Maintain Blotters (Check/Gifts etc)
10. Asset Movement in NetX360
11. Service Requests in WMP (Raise Cash etc)
12. Client management – Albridge/Oneview (reports and client access)
13. Office environment (Supplies appearance welcome sign)
14. Payroll
15. Marketing Materials (MyCMO)
16. Annual Reviews Pull and verify accuracy of Albridge reports; Verify any KYC missing data or updates needed
QUALIFICATIONS
• Proven experience as an Administrative Assistant Virtual Assistant or Office Administrative Assistant.
• Excellent written and verbal communication skills.
• Attention to detail and problemsolving skills. Critical thinking ability is a must.
• Handle confidential and secure information and documents.
• Wellversed in the Microsoft Office Suite (esp. Word Outlook and Excel).
• Excellent time management skills and the ability to prioritize work and multitask.
• Strategic mindset that can envision the big picture – and still take care of the small details.
• A passion for excellence – you always do your best.
• Positive upbeat selfstarting and cando attitude.
• Resourcefulness – you’re a little like MacGyver.
• Ability to stay graceful under fire.
• Ability to compile organize prepare and maintain an assortment of records and reports.
BENEFITS
- 401(k) with company match
- Medical and Dental Insurance Vision LTD at cost to employee
- Life Insurance
- Short term disability
- Flexible vacation/personal paid time off
- Dedicated paid time off for philanthropic volunteer opportunities
Compensation will be discussed during the interview process. Starting range of $15 per hour. To apply for a position please submit your cover letter and resume. You can email both the cover letter and resume to If you are selected from our resume review you will be contacted to begin the inperson interview process.
Employment Type
Full Time
Key Skills
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