Executive Administrative Assistant

Job Overview: Our fast-growing and thriving team is seeking a highly energetic, highly professional Administrative Assistant. This role is critical to the overall success of our team and will help us operate efficiently day-to-day by supporting team members on various administrative tasks, projects, and business initiatives. We seek an Administrative Assistant who is organized, detail-oriented, flexible, able to multi-task, and supports others. This position allows us to be a high-functioning team through data management, account management, project implementation, client communications, and upholding our strong, vibrant, inclusive culture.

Job Responsibilities

• Provide administrative support to the team, including managing calendars and email, and coordinating schedules
• Draft and manage correspondence including letters and thank-you notes, and manage communications for client reviews
• Manage business systems to ensure team functionality
• Generate ideas for and plan team meetings
• Enhance client experience through bulk email communications and organizing meetings
• Handle inbound and outbound mail for clients and team members
• Maintain and organize client files, including scanning documents
• Coordinate work travel, including flights, hotels, and rental cars
• Track and report on continuing education and licenses for partners and advisors
• Perform other miscellaneous duties as required

• 3 years of related experience
• Proficient in Microsoft Office applications, with an interest in learning additional systems and platforms
• Highly organized with excellent attention to detail
• Strong communication and interpersonal skills
• Able to manage multiple priorities in a fast-paced environment
• Must be authorized to work in the United States