Lead Executive Assistant

About us

LaBrunerie Financial is a small business in Columbia, MO. We are professional, agile, professional and our goal is to provide top-tier wealth planning services to our clients. Our team is passionate about helping clients achieve their financial goals through personalized and comprehensive planning. We are seeking a highly organized and persistent Executive Assistant to support the partners and enhance our service delivery..

Our work environment includes:

• Modern office setting
• Food provided
• Modern office setting
• Food provided

Job Summary: The Executive Assistant will be a vital part of our team, responsible for managing administrative tasks, supporting client relations, and ensuring the efficiency of our operations. The ideal candidate will be proactive, detail-oriented, and possess strong organizational skills, with the ability to handle sensitive information with discretion.

Key Responsibilities:

• Manage Executive Calendars: Schedule meetings, appointments, and travel arrangements for the partners
• Correspondence: Prepare and edit correspondence, reports, presentations, and other documents as needed.
• Communication: Handle incoming and outgoing communications on behalf of the partners, including emails, phone calls, and mail.
• File Management: Organize and maintain electronic and physical filing systems.
• Event Coordination: Plan and coordinate company events, meetings, and conferences.
• Financial Document Preparation: Assist with the preparation of financial documents and reports.
• Research: Conduct research and compile information for various projects.
• Client Service: Monitor and respond to inquiries, providing excellent customer service to clients and partners.
• Special Projects: Perform other administrative tasks and special projects as assigned.
• Client Retention Reporting: Generate reports on client retention metrics to help improve client satisfaction and loyalty.
• Estate/Tax Connection Tracking: Develop and track estate and tax planning connections for clients to ensure comprehensive financial planning.
• Client Experience Reporting: Report on client experience and feedback to continuously enhance service delivery.
• Global Task List Management: Oversee and manage the global task list to ensure all tasks are completed efficiently and on time.

Qualifications:

• Proven experience as an Executive Assistant or in a similar administrative role.
• Excellent organizational and time-management skills.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to handle confidential information with discretion.
• Detail-oriented and able to manage multiple priorities.
• Professional demeanor and positive attitude.
• Strong problem-solving skills and the ability to work independently.
• Bachelor's degree in Business Administration, Finance, or a related field is preferred.

Job Type: Full-time

Pay: $45,000.00 - $56,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday
• Overtime

Ability to Commute:

• Columbia, MO 65203 (Required)

Work Location: In person

Salary : $45,000 - $56,000