What are the responsibilities and job description for the Executive Assistant - Financial Firm - Alpharetta, GA position at Advisor Employee Services?
Executive Assistant
The core purpose of the Executive Assistant role is to provide support to the CFO/COO and, as needed, other Advisors, through calendar management, project & task management, and excellent communication and client service skills.
We are looking for an Executive Assistant to join our team located in Alpharetta, GA. This role is responsible for providing high-level support that involves making sure priorities are executed, executives are focused, calendars are managed, travel is booked, email is filtered and managed, while helping to ensure the team operates efficiently.
Key Responsibilities:
- Protect and focus the executives’ time, acting as a gatekeeper recognizing what is urgent vs important vs what can be delegated to another team member
- Prioritize, Organize, manage, and track multiple detailed projects, tasks, and assignments that move the business forward
- Provide administrative support to the COO/CFO and the Director Of Client Services, including (but not limited to) managing calendars, scheduling client visits, organizing priorities
- Arrange and coordinate travel plans, such as booking flights, accommodations, and transportation.
- Assist with special projects and initiatives needed to move the business forward
- Handle sensitive information with the utmost discretion and confidentiality at all times
- Build and maintain positive relationships with clients, prospects, and team
Skills & Experience Needed:
- 2 years as an Executive Assistant or Administrative Assistant required
- Bachelor’s Degree, preferred
- Experience using Customer Relationship Management software, preferred
- Desire to be part of a team that is living with purpose, and loves to support others
- Have a servants heart where caring about serving people and supporting an outstanding client experience is where you shine
- High character, with integrity and trustworthiness
- Clear and effective communication [written, verbal (phone) and in person]
- Desire to know details and leave no stone unturned when gathering information
- Systematic in your approach; you weigh the pros and cons and prioritize as a strategy
- Task-oriented and have the ability to get things done quickly, efficiently, accurately, and effectively
- Process-driven and can follow a system to complete projects on schedule
- Organized and detail-oriented; able to find and access information when needed
- Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint
- Ability to use technology and outside resources to finish projects quickly
Salary:
• $80,000-$100,000 depending on experience
Benefits:
• 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year
• High Deductible Health Plan is available
• Automatic 3% contribution to 401k after 6 months of employment
Hours:
• Monday-Friday, 9am-5pm (in office)
Are you self-managed, self-motivated, self-resourced, and service focused?
We would like to talk to you if you are energized by making a difference by supporting executives and your team; adding value through your contributions to the team; and providing excellent support and organizational skills.
Wealth With No Regrets® in Alpharetta, GA is seeking to add a Financial Planner to our team! We are an independent registered investment advisory firm that provides financial and retirement planning, wealth management, tax strategies, protection, and legacy planning, and fiduciary services to high- net-worth business owners, executives, professionals and independent women who have accumulated $1 million or more in savings. We oversee more than $300 million in assets (including assets under management and insurance and annuity products).
Presented by Advisor Employee Services Thank you for your interest in the Executive Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $80,000 - $100,000
