What are the responsibilities and job description for the Executive Administrative Assistant position at Prospero Wealth Advisors?
We are seeking a an executive administrative assistant with a minimum of 3-5 years experience in securities related field.
Job duties include but are not limited to:
- Client Service including answering the phones
- Creation of client paperwork
- Tracking of business processes
- Managing multi office schedules
- Assisting in client facing meetings and projects
Skills that are required for the position
- Microsoft Suite including Outlook, Word, Excel, Power Point and Teams
- Internet and Email proficiency
- Familiarity with both Windows based and Apple Computers (Mac) is preferred
- Calendaring (multiple advisors and multiple offices)
- Ability to learn new programs both hard disk and web based
- Basic filing knowledge (organization and detail oriented)
We are a growing local investment advisory firm looking to add to our season staff and have immediate needs to assist our executive staff in their dady to day job duties in caring for clients.
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k)
Experience:
- Securities and Finance: 3 years (Required)
License/Certification:
- Series 7 (Preferred)
- Series 66 (Preferred)
- Securities Industry Essentials (Preferred)
Work Location: In person
Salary : $65,000 - $75,000