What are the responsibilities and job description for the Executive Assistant position at MAI Wealth Management, Inc.?
GENERAL JOB DESCRIPTION
The Executive Assistant performs a variety of administrative duties to support the CEO and COO of the firm. In this role, the individual must be driven, organized, and efficient and is required to manage various administrative and client requests for the CEO and COO. The Executive Assistant is comfortable being proactive and taking ownership of tasks, can assert themselves to hold others accountable, and ensures all tasks are completed on time.
Executes a broad variety of tasks for highly visible executives, including managing an active calendar of professional and personal appointments, composing and preparing professional and personal correspondence, arranging complex/detailed travel plans, board presentations, itineraries, and agendas, and planning and preparing the numerous charitable events for the firm that require C-Suite
DUTIES AND RESPONSIBILITIES
- Interactions at all levels withing the firm, as well as with clients, external executives, investors, board members, and partners.
- Point of contact for all professional and personal travel both domestic and internationally; on call and available as needed for travel support.
- Prepare and manage expense reports, ensuring accuracy and timely submission.
- Create and maintain the executive calendars.
- Assist in the preparation for Division events as needed, including offsite meetings, trainings, and retreats and ensuring all logistics are effectively managed.
- Coordinate and maintain meeting materials, ensuring all necessary documents are prepared in advance.
- Organize and distribute meeting notes, making sure they are accessible to all relevant parties.
- Handle incoming phone calls and messages with professionalism, courtesy, and discretion, ensuring they are appropriately screened and directed.
- Provides administrative support to executives and senior leadership, anticipates needs, and proactively executes support functions with a high degree of accuracy and efficiency
- Provides daily support by organizing and coordinating personal calendars, meetings, distributions, etc. and overseeing various special projects and tasks.
- Handles confidential information/documents with discretion and maintains a high level of confidentiality.
- Proactively identifies and resolves problems.
- Other duties as assigned.
Required Qualifications
- Associate's or Bachelor’s degree in Business Administration or other discipline required.
- Minimum of 5 years of related Executive Assistant and or project management experience supporting C-Suite executives
- Exceptional experience in domestic and international travel logistics is a must. Research, plan, and execute family travel for private and commercial flights, accommodations, cars, food, etc.
- High level of proficiency in MS Office Suite (Excel, Word, PowerPoint, Outlook).
- Strong communication skills, both written and verbal, with the ability to interact professionally with other senior executives and clients.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to manage multiple tasks simultaneously and handle high-pressure situations with a calm demeanor.
- Outstanding problem resolution skills
- Highly collaborative
- Demonstrated ability to maintain confidentiality and exercise discretion.
- Experience managing an executive’s calendar and travel arrangements.
- Experience supporting a high-level executive, managing complex schedules and communications.
- Flexibility to work outside standard business hours if needed.
COMPETENCIES
- Thrives in a fast-paced and dynamic environment, and works well with others to resolve conflicts, especially under pressure.
- Flexible with their schedule and comfortable handling last minute requests depending on the day.
- Highly organized, detail-oriented, and strong problem resolution skills.
- Demonstrated interpersonal skills with a demonstrated commitment to teamwork and partnerships.
- Excellent oral and written communication skills.
- Demonstrated ability to maintain the highest degree of confidentiality, security, while exercising tact and diplomacy in managing highly sensitive, privileged, material non-public information and hold this information in the strictest confidence.
- Exceptionally high EQ, professional presence, maturity, and dependability; superb work ethic, high level of personal ethics and integrity.
- Able to take effective action without having to know the total picture, and efficiently and proactively resolve difficult and complex situations.
FEATURED BENEFITS:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement