Executive Assistant

Job Summary

Our firm is searching for an experienced, reliable and people-oriented Executive Assistant. The Executive Assistant will work directly with the principle financial advisor and will be responsible for performing a number of administrative duties. The ideal candidate is highly self-motivated, professional and capable of managing their workload and prioritizing tasks in fast-paced environment. This is an excellent opportunity to join a growing firm with competitive compensation.

Responsibilities and Duties

· Coordinate the firm’s communications, including taking calls, responding to emails and interfacing with clients

· Schedule meetings and appointments and manage the firm’s calendar

· Arrange events to take place outside of the workplace, such as client education and appreciate events, fund-raising events and staff appreciation events

· Maintain an organized filling system of paper and electronic documents, including the firm’s customer relationship database

· Support the firm’s social media marketing activities

· Uphold a strict level of confidentiality

· Develop and sustain a level of professionalism and service among the firm’s staff and clients

Qualifications and Skills

· Minimum of 2 years of experience as an Executive Assistant reporting directly to senior management

· Banking or securities industry experience preferred

· Advanced Microsoft Office skills, with an ability to become familiar with and proficient with firm-specific programs and software

· Proficient in managing social media marketing platforms

· Exceptional customer service and interpersonal skills critical

· Strong organizational, teamwork and communication abilities

· Friendly and professional demeanor

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• Paid time off
• Retirement plan

Schedule:

• Monday to Friday
• No weekends

Experience:

• Executive administrative support: 2 years (Preferred)

Ability to Commute:

• Newberry, FL 32669 (Preferred)

Ability to Relocate:

• Newberry, FL 32669: Relocate before starting work (Preferred)

Work Location: In person

Salary : $40,000 - $60,000