What are the responsibilities and job description for the Executive Assistant position at B.O.S.S. Retirement Solutions?
Position Overview :
We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to provide comprehensive support to the founders of a high growth and renowned financial advisor firm. The ideal candidate will demonstrate strong communication, time-management skills, and the ability to prioritize tasks in a fast-paced environment. The Executive Assistant will proactively manage daily administrative functions, assist with aspects of strategic initiatives, and be the point of contact for both internal and external communications.
Key Responsibilities :
- Administrative Support : Manage calendars, schedules, and appointments for the founders; ensure meetings and deadlines are efficiently organized.
- Communication : Serve as the primary point of contact between the executive and internal / external contacts ensuring timely and professional communication.
- Travel Coordination : Arrange travel logistics, including flights, accommodations, and transportation, ensuring smooth travel experiences.
- Meeting Preparation : Organize and prepare materials for meetings, take minutes, and track follow-up actions.
- Project Management : Assist with special projects, research, and data gathering. Track the progress of ongoing initiatives and deadlines.
- Document Management : Draft, proofread, and manage correspondence and reports. Maintain filing systems (physical and digital).
- Confidentiality : Handle sensitive information with the utmost discretion and confidentiality.
Qualifications :
