Executive Assistant-In Office

Are you a self-motivated problem solver who enjoys taking action and helping others maximize their success? Do you love variety and special projects with clear expectations? Are you driven by doing quality work every time?

As an Executive Assistant, you will be critical in helping your CEO drive organizational success by removing obstacles and helping them focus on high-impact activities. You will also provide support to others on the leadership team.

While this is a behind-the-scenes position, the impact of a successful person in this role will be felt throughout the organization. We will provide you variety and clarity without micromanagement.

Responsibilities:

They will vary, but some of the things you can expect to see in your day to day are:

• Ensures that office is up and running each day from 8:00 am – 4:30 pm
• Manages office environment efficiently - Provides a welcoming atmosphere and superior service to enhance the client experience
• Responds to incoming emails and answers phone with multiple lines in a professional manner to ensure client requests are met in a timely fashion
• Executive assistant to business owners and assists coworkers to enhance their productivity
• Tracks tasks and action items in the client contact database
• Assists with marketing initiatives
• Plans and organizes company and client events and client appreciation gifts
• Finalizes portfolio review and client meeting materials
• Manages office calendar
• Arranges travel itineraries and non-business events for business owner(s)
• Executes project-related tasks to contribute to the firm’s development
• Owns the accountability chart, ensuring the right people are in the right seats.
• Manages hiring and vetting of potential candidates.
• Takes over day-to-day operations, acting as the primary manager of people and processes.
• Other duties as assigned.

Requirements:

• Client contact database maintenance and task management skills
• Proficiency with Microsoft Excel, Word, Outlook, PowerPoint and Adobe PDF
• Ability to improvise and proactively assist in client requests or firm tasks
• High communication skills (written and verbal)
• Above average organizational skills
• Ability to multi-task and organize workflow
• This position requires candidates to live within a 45-mile radius of our office location. This is to ensure that the employee can reliably commute and meet the job’s operational needs.

We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.