3 Jobs
Precision Wealth Strategies, LLC is Hiring an Executive Administrative Assistant Near Charleston, SC
Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we preach to our clients with our investment philosophy and planning, if done right through our precise process, YOUR CAREER can be an explosion!
Executive Administrative Assistant RoleThe Executive Administrative Assistant will be responsible for organizing the daily calendars of the CEO of Precision Wealth Strategies and completing tasks and administrative duties revolving around their daily responsibilities and high priority tasks. Performance in the position will be judged on the ability of the assistant to help executives stay organized and free up time for them to accomplish the most significant duties of their positions.
Essential Functions/Responsibilities
- Provide the organization and scheduling of the executive’s daily calendar, including scheduling client meetings and time for the executives to accomplish high priority duties and responsibilities.
- Assist the CEO, through superior organizational skills, to ensure important deadlines and appointments are met/accomplished.
- Anticipate the needs of the CEO by facilitating the completion of other ad hoc tasks.
- Review or prepare, and perfect client or other outbound written communication using superb, professional writing skills. Candidate must have superior typing, grammar, spelling and formatting skills.
- As the point person, guide new clients through the onboarding process to ensure that relevant data and documentation is collected in an efficient and timely manor. This responsibility also includes completing some of the initial conversations with potential clients to uncover their objectives and to help determine if the prospect(s) are a excellent fit for the firm.
- Providing diligent client and executive follow up to help expedite the completion of outstanding, high priority tasks.
- Deliver exceptional client service to existing and new clients via inbound and outbound phone calls and emails.
- Communicate and follow up with other staff members to ensure that responsibilities and tasks are accomplished.
- Providing timely execution of service tasks related to existing client accounts and policies.
- Communicating and collaborating with 3rd party institutions to ensure client and executive questions are answered, needs are met, and expectations are exceeded.
- Keeping client records updated in software systems.
- Ensuring spreadsheets and databases are organized and updated.
- Bachelors degree and 2 years experience in a Executive Assistant role, or 5 years of experience in a Executive Assistant role.
- 2 years experience in the wealth management or a finance/banking related industry preferred, but not required.
- Exceptional attention to detail and organizational skills.
Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both
Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more
for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.
Precision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals, Families, and Businesses. PWS has a refined process empowering our clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus.
Job Summary
Full Time
Insurance
$75k-96k (estimate)
06/02/2024
08/01/2024
precisionws.com
Saint Louis, MO
<25
Insurance
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The job skills required for Executive Administrative Assistant include Scheduling, Planning, Written Communication, Attention to Detail, Organizational Skills, Organizing, etc. Having related job skills and expertise will give you an advantage when applying to be an Executive Administrative Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Executive Administrative Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Executive Administrative Assistant positions, which can be used as a reference in future career path planning. As an Executive Administrative Assistant, it can be promoted into senior positions as an Executive Assistant IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Executive Administrative Assistant. You can explore the career advancement for an Executive Administrative Assistant below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Executive Administrative Assistant job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Executive Administrative Assistant jobs
An executive assistant must prove to the CEO that they are capable, positive, self-motivated, and organized.
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Start with a good telecommunications system.
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Learn knowledge of general office procedures (e.g., filing, correspondence, scheduling).
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Become Focused and Committed to Deadlines.
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Step 3: View the best colleges and universities for Executive Administrative Assistant.
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