What are the responsibilities and job description for the Executive/Personal Assistant to CEO of Wealth Management Firm in Memphis, TN position at BCL Search?
Our client, a well-known and respected Wealth Management Firm, is looking to hire an Executive/Personal Assistant to support their CEO in their Memphis, TN office. This is an incredible opportunity to support a dynamic, extremely driven, and brilliant individual. The successful candidate must have the highest level of confidentiality, discretion, and attention to detail, as well as a very hardworking mentality and sunny disposition. This is a hugely team driven environment and the ideal candidate will work well with direct reports as well as the larger team. This role requires the candidate to be in office on a hybrid basis (3x a week in and 2x a week WFH—working around the executive’s schedule).
RESPONSIBILITIES:
REQUIREMENTS:
SALARY:
$80-100K (DOE) discretionary bonus excellent benefits
HOURS:
8/8:30am-5:30/6pm 24/7 mentality
#IND1
RESPONSIBILITIES:
- Provide top notch Executive & Personal support to the CEO
- Organize and coordinate full travel arrangements (domestic and international) for business and personal needs
- Maintain a high-volume schedule and personal calendar and maintain contacts
- Prepare and submit personal and business expenses
- Schedule meetings and appointments
- Screen and handle calls, provide information, take messages
- Prepare correspondence
- Liaise with drivers, household staff, decorator, etc., and set protocols
- Coordinate kids' schedules
- Coordinate dining reservations and help plan events
- Brainstorm and purchase gifts and handle returns
- Assist with various office needs and tasks
- Run errands when needed
- Tackle ongoing ad hoc projects as requested
REQUIREMENTS:
- 10-15 years working for C-Suite execs preferably out of a financial services firm
- Superb written and verbal communication skills
- Excellent knowledge of administrative procedures
- Detail-oriented, organized and punctual
- Ability and willingness to take initiative
- Proficient with Microsoft Suite
- Must be dependable, hold confidentiality and possess discretion
- Ability to work well independently and as part of a team
- Detail oriented
- Excellent process management skills
- A flexible and positive approach to the job is a must!
- Bachelor's degree is preferred
SALARY:
$80-100K (DOE) discretionary bonus excellent benefits
HOURS:
8/8:30am-5:30/6pm 24/7 mentality
#IND1
Salary : $80,000 - $100,000
