What are the responsibilities and job description for the Executive Assistant position at Abacus Wealth Partners, LLC?
Abacus is a progressive financial planning firm devoted to helping people expand what’s possible with money. We treat each other with the same level of care and respect we treat our clients – it’s why we offer unlimited vacation, flexible work hours (and location), 90% of employee‘s health care premiums, and more . Please note that this role has a hybrid work location, with a requirement that the first 90 days of employment are onsite in our Santa Monica, California office. The purpose of this requirement is to maximize your access to support and acclimate you quickly. Starting wage for this position is $65k - $70k.
We have an exciting opportunity for someone to join our Finance team. If you like organization and managing important firm-wide initiatives - this could be the job for you! The person in this role is tasked with managing the Chief Financial Officer’s schedule and, when assigned, managing project planning, including setting action items, assignments, and workflows.
As a Project Manager / Executive Assistant You Will :
- Manage assigned projects and timelines for the department and ensure the Chief Financial Officer (CFO), and other key stakeholders stay on track.
- Ensure efficient project meetings by preparing agendas, sending calendar invites, taking notes, and following up with everyone on deadlines and assignments.
- Keep yourself and the CFO organized by creating and using Trello boards and other project management tools.
- Take initiative and ownership of the work, ensuring progress through to completion.
- Communicate regularly and clearly via emails to the members of the firm from yourself and on behalf of projects / the CFO.
- Gather firm feedback by proactively touching base with team members, providing status updates, and sending out Google Forms.
- Stay abreast of upcoming internal meetings, attending as a departmental representative and taking notes / providing follow up as needed.
- Prepare documents, spreadsheets, and presentations as needed by the CFO, including but not limited to staff meetings, data tracking, and executive-level presentations.
- Manage the budget-approval process by communicating with the CFO and other department resources, gathering data for approval.
Must-Haves :
Icing on the Cake :
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Salary : $65,000 - $70,000
