What are the responsibilities and job description for the Executive Assistant to CEO position at Great Lakes Wealth?
Overview
Come join a small, fast-paced, fast-growing and award-winning wealth advisory firm offering financial planning & asset management services to high net worth clients. We work with a select group of clients and have an overarching objective to provide the best client experience possible. Our commitment is reflected in everything we do - the connected relationships we build, the disciplined planning process we apply, and the concierge-level of service we provide. We offer a competitive salary BONUS and benefits package, including health, dental, vision, 401k with matching, paid time off, as well as perks and rewards.
We are seeking an experienced and energized person to provide high-level support to our Office and CEO. The ideal candidate will be highly organized, detail-oriented, and able to handle a wide range of administrative and executive support tasks.
Anticipated job duties include, but are not limited to:
- Assist with time management and calendar activities
- Coordinate client, prospect, and personal events
- Perform clerical duties such as filing, data entry, and printing, copying & scanning files
- Assist team members with administrative responsibilities
- Assist with social media accounts management and engagement: Facebook, LinkedIn, Instagram, etc.
- Assist CEO in working with other marketing vendors and platforms
- Provide quarterly and other computer-generated reports to CEO
- Provide travel coordination, emails, personal scheduling, and management of personal & life responsibilities
- Special projects as necessary
To be successful in this role requires:
- Extremely friendly personality & positive attitude
- Self-motivated and self-starter
- Hardworking with a "can-do" attitude
- Attention to detail and organization
- Ability to handle a fast-paced, multitasking environment
- Ability to prioritize and follow through effectively
- Effective communication with CEO, staff, vendors, and clients
- High level or professionalism & discretion when dealing with confidential information
- Strong customer service orientation with exceptional phone etiquette
Requirements
- Technology savvy; high level of proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), Adobe, and/or Google Slides
- Social media experience required. Experience with Facebook and Instagram required. Experience with YouTube, LinkedIn, X/Twitter and TikTok is a plus.
- 2 years of personal, administrative, or executive assistant duties and/or professional client service experience required.
- Prior experience supporting a C-Suite level executive preferred.
- Associate's degree required. Bachelor's degree preferred.
Job Types: Full-time, Part-time
Pay: $18.00 - $30.00 per hour
Expected hours: 25 – 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 4 hour shift
- 8 hour shift
- Monday to Friday
- Weekends as needed
Application Question(s):
- How many years of administrative experience supporting an executive do you have?
Experience:
- Administrative: 2 years (Required)
Ability to Relocate:
- Northville, MI 48167: Relocate before starting work (Required)
Work Location: In person
Salary : $18 - $30
