Executive Assistant

Our office is growing and we're looking for an Executive Assistant to be the right hand to our Financial Planner. Duties and qualifications are outlined below.

DUTIES :

1. Customer Relations

2. Manage appointments & maintain calendar

3. Account Setup & maintenance (Paperwork prep & status update to clients)

4. Pay bills and keep credit card information up to date

5. Maintains & Updates information in our Client Relationship Management (CRM) Software (Redtail)

6. Client correspondence – (Account setup, management, and client documentation)

7. Monthly Correspondence Report

8. Daily Service Net Ticket monitoring

9. Maintain Blotters (Check / Gifts etc)

10. Asset Movement in NetX360

11. Service Requests in WMP (Raise Cash, etc)

12. Client management – Albridge / Oneview (reports and client access)

13. Office environment (Supplies, appearance, welcome sign)

14. Payroll

15. Marketing Materials (MyCMO)

16. Annual Reviews - Pull and verify accuracy of Albridge reports; Verify any KYC missing data or updates needed

QUALIFICATIONS

• Proven experience as an Administrative Assistant, Virtual Assistant, or Office Administrative Assistant.
• Excellent written and verbal communication skills.
• Attention to detail and problem-solving skills. Critical thinking ability is a must.
• Handle confidential and secure information and documents.
• Well-versed in the Microsoft Office Suite (esp. Word, Outlook, and Excel).
• Excellent time management skills and the ability to prioritize work and multi-task.
• Strategic mindset that can envision the big picture – and still take care of the small details.
• A passion for excellence – you always do your best.
• Positive, upbeat, self-starting, and can-do attitude.
• Resourcefulness – you’re a little like MacGyver.
• Ability to stay graceful under fire.
• Ability to compile, organize, prepare, and maintain an assortment of records and reports.

BENEFITS