What are the responsibilities and job description for the Executive Assistant position at GemHarvest Executive Recruiting?
Executive Assistant
Boutique Wealth Management Firm
Columbia, MD
Overview
Established and growing Multi-Billion dollar Independent RIA serving high net worth clientele seeks an Executive Assistant to support Clients and Advisors by taking initiative in client concierge service and calendaring.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele.
Highlights
- Serve as a primary point of contact for scheduling, calendaring, and client reception
- Provide an excellent client experience for high net worth clients
- Participate in the growth of a dynamic, independent RIA by attending to client inquiries and requests and administrative functions such as CRM tasks and account opening
- Strong culture of teamwork, integrity, work-life balance and personal and professional development
- Competitive compensation package including benefits and bonuses
Requirements
- Bachelor's Degree
- 2-10 years experience in Client Experience and Administrative Assistance
- Track record of professionalism, adaptability, attention to detail, and time management
Salary : $60,000 - $100,000
