What are the responsibilities and job description for the Personal and Executive Assistant position at Claire Myers Consulting?
We are seeking an experienced Business Operations Coordinator to join our team at Claire Myers Consulting. In this role, you will be responsible for coordinating the day-to-day operations of the Head Financial Advisor, including administrative tasks, personal errands, and team coordination.
Key Responsibilities:
- Manage office operations, including mail distribution, document scanning, and bill payments.
- Maintain office organization and ensure a tidy space.
- Troubleshoot office equipment and assist with meeting preparation.
- Schedule appointments, coordinate travel arrangements, and manage vendor relationships.
- Track team progress in Salesforce and generate reports for regular meetings.
Requirements:
- 2 years of experience in a support role within financial services.
- Experience with Salesforce, MoneyGuide Pro, Microsoft Office, and Excel preferred.
- Strong analytical and problem-solving skills.
