Executive Assistant

Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team.

The core purpose of the Executive Assistant role is to provide support to the CFO/COO and, as needed, other Advisors, through calendar management, project & task management, and excellent communication and client service skills.

We are looking for an Executive Assistant to join our team located in Alpharetta, GA. This role is responsible for providing high-level support that involves making sure priorities are executed, executives are focused, calendars are managed, travel is booked, email is filtered and managed, while helping to ensure the team operates efficiently.

Key Responsibilities:

·       Protect and focus the executives’ time, acting as a gatekeeper recognizing what is urgent vs important vs what can be delegated to another team member

·       Prioritize, Organize, manage, and track multiple detailed projects, tasks, and assignments that move the business forward

·       Provide administrative support to the COO/CFO and the Director Of Client Services, including (but not limited to) managing calendars, scheduling client visits, organizing priorities

·       Arrange and coordinate travel plans, such as booking flights, accommodations, and transportation.

·       Assist with special projects and initiatives needed to move the business forward

·       Handle sensitive information with the utmost discretion and confidentiality at all times

·       Build and maintain positive relationships with clients, prospects, and team

Skills & Experience Needed:

·       2 years as an Executive Assistant or Administrative Assistant required

·       Bachelor’s Degree, preferred

·       Experience using Customer Relationship Management software, preferred

·       Desire to be part of a team that is living with purpose, and loves to support others

·       Have a servants heart where caring about serving people and supporting an outstandingclient experience is where you shine

·       High character, with integrity andtrustworthiness

·       Clear and effective communication [written, verbal (phone) and in person]

·       Desire to know details and leave no stone unturned when gathering information

·       Systematic in your approach; you weigh the pros and cons and prioritize as a strategy

·       Task-oriented and have the ability to get things done quickly, efficiently, accurately, and effectively

·       Process-driven and can follow a system to complete projects on schedule

·       Organized and detail-oriented; able to find and access information when needed

·       Proficient with Microsoft Office Suite including Excel, Word, & PowerPoint

·       Ability to use technology and outside resources to finish projects quickly

Salary: 

• $80,000-$100,000 depending on experience

Benefits: 

• 10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year

• High Deductible Health Plan is available

• Automatic 3% contribution to 401k after 6 months of employment

Hours: 

• Monday-Friday, 9am-5pm (in office) 

Salary : $80,000 - $100,000